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Waller Helms Advisors

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James Anderson
James Anderson
Chief Executive Officer
James Anderson
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Managing Directors

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

Directors

Derek Smith
Derek Smith
Director
Alain Nono
Alain Nono
Director

Vice Presidents

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

Associates

Lingxu Li
Lingxu Li
Associate
Matt Botek
Matt Botek
Associate

Analysts

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

Administration Team

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

Board & Advisors

Stephen Applebaum
Stephen Applebaum
Senior Advisor
David Gaebler
David Gaebler
Senior Advisor
Douglas Tegen
Douglas Tegen
Senior Advisor

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