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Aaron Heltsley

Investor

Senior Vice President, Fiduciary Solutions at Mesirow

Greater Chicago Area

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About

Aaron Heltsley is a Senior Vice President in Mesirow Fiduciary Solutions, where he conducts quantitative and qualitative investment research supporting the group's fiduciary partnership, consulting, and institutional due diligence engagements. He has 14 years of experience in financial services and previously served as a Senior Investment Analyst at IRON Financial, leading manager research and serving on the Corporate Retirement Group's Investment Committee. He earned an undergraduate degree from the Ithaca College School of Business and an MBA from DePaul University.

Experience

  1. MesirowSenior Vice Presidentcurrent2024 — present
  2. MesirowVice President2021 — 2024
  3. MesirowSenior Consultant2018 — 2021Chicago, Illinois
  4. IRON Financial LLCSenior Investment Analyst2012 — 2018Greater Chicago Area
  5. J.P. MorganIB Market Risk2011New York City Metropolitan Area
  6. Fingerlakes Wealth ManagementResearch Assistant2010 — 2011

Skills & more

LeadershipDeadline OrientedManagementMicrosoft Excel2Bloomberg Terminal2Microsoft Office1Microsoft PowerPointAdobe AcrobatMicrosoft WordRMicrosoft SQL ServerTableau
+12 moreBloombergSQLEquitiesPortfolio ManagementInvestmentsFinanceFixed IncomeMutual FundsAsset AllocationFinancial AnalysisEquity ResearchResearch
  • Intermediate Data Visualization with ggplot2 — DataCamp
  • Intermediate R — DataCamp

From Aaron's professional profile.

Colleagues at Mesirow

Adriana Vargas
Director at Mesirow
Adrivit Mukherjee
Director, Head of Quantitative Strategy at Mesirow
Anand Akula
Senior Developer, Fiduciary Solutions at Mesirow
Anderson Bynam
Managing Director at Mesirow
Bill Gumbert
Managing Director at Mesirow
Brian Cornell
Executive Officer at Mesirow
Brian Prater
Managing Director at Mesirow
Brian Riordan
Managing Director at Mesirow

Frequently asked questions

Who is Aaron Heltsley?
Aaron Heltsley is a Senior Vice President in Mesirow Fiduciary Solutions, where he conducts quantitative and qualitative investment research supporting the group's fiduciary partnership, consulting, and institutional due diligence engagements. He has 14 years of experience in financial services and previously served as a Senior Investment Analyst at IRON Financial, leading manager research and serving on the Corporate Retirement Group's Investment Committee. He earned an undergraduate degree from the Ithaca College School of Business and an MBA from DePaul University.
Where does Aaron Heltsley work?
Aaron Heltsley is Senior Vice President, Fiduciary Solutions at Mesirow.
Where did Aaron Heltsley go to school?
Aaron Heltsley studied at DePaul University (MBA, Business Administration and Management); Ithaca College (Bachelor of Applied Science (BASc), Finance); Tompkins Cortland Community College (Business Administration).

Same school

Also attended Tompkins Cortland Community College1

Thomas L. WoodDirector at Cleanspark

Shared employers