Waller Helms Advisors

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About

Premier boutique investment bank focused on the crossroads of the Insurance, Healthcare and Investment Services sectors.

Managing Directors

John Waller
Managing Director
David Helms
Managing Director
Peter Nero
Managing Director
Rocky Golem
Managing Director
Jay Poorman
Managing Director
Alex Weiss
Managing Director
Andrew Cochran
Managing Director

Directors

Derek Smith
Director
Alain Nono
Director

Vice Presidents

Ethan Gundry
Vice President
Kari O'Brien
Vice President
Louis Trimble
Vice President
Patrick O'Hara
Vice President

Associates

Lingxu Li
Associate
Matt Botek
Associate

Analysts

John Pagliari
Analyst
Matt Kase
Analyst
Nick Rettino
Analyst
Brendan Kenny
Analyst
Zach Atiyeh
Analyst

Administration Team

Danielle Stewart
Administrative Assistant & Office Coordinator
Mary Burns
Executive Assistant & Office Manager

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