Aaron Heltsley is a Senior Vice President in Mesirow Fiduciary Solutions He provides extensive quantitative and qualitative investment research for the groups fiduciary partnership consulting institutional due diligence and other related engagements Aaron has 12 years of experience in the financial services industry Prior to joining Mesirow in 2018 he was a Senior Investment Analyst at IRON…

Aaron Wham is a Managing Director and Head of Portfolio Management in Mesirow Currency Management He is responsible for on-going implementation of investment strategies and policies performing portfolio research initiatives in relationship with the Currency Management CEO and interaction with the group’s global and diverse client base Aaron has more than 10 years of currency management experience…

 

Adam Goldman is a Senior Managing Director and Wealth Advisor in Mesirow Wealth Management in Chicago IL He works with individuals families endowments and foundations as well as officers and directors of public and privately held corporations to evaluate and implement investment strategies His practice includes advising on wealth development preservation and distribution This comprehensive…

Adam Oakley is a Senior Managing Director and Co-Head of Mesirow Investment Banking In this capacity he provides strategic direction and oversight for the group and manages its day-to-day operations He is also responsible for developing key relationships leading deal teams throughout the transaction process and providing advisory services on middle-market M&A assignments within the aerospace…

Oakley and Pontikes to lead exceptional group of experienced sector-focused bankers and an established execution team, Group serves as middle market investment banking advisor to entrepreneurs financial sponsors and large corporations, CHICAGO February 29 2024, – Mesirow an independent employee-owned financial services firm today announced the promotion of, Adam Oakley, and, Rocky Pontikes, to Co-Heads of Mesirow Investment Banking In addition to their current responsibilities they will now provide strategic direction and oversight for the group and manage its day-to-day operations Mesirow Investment Banking has completed more than 325 transactions in recent years across its covered industry verticals With a focus on middle market M&A transactions its clients include…, Natalie Brown, Mesirow’s CEO, “I look forward to Adam and Rockys contributions as we continue to grow the practice and serve our clients domestically and abroad” Oakley and Pontikes assume responsibility for the group as, Brian D Price, becomes CEO of Mesirow’s $10 billion Wealth Management business 1 “Adam and Rocky have spent more than 20 years growing the business and elevating our practice and their deep knowledge of the Mesirow culture will make this transition seamless” said, Price, adding “I am excited to see them continue this momentum in their new roles and look forward to continuing to work with Adam Rocky and the Mesirow Investment Banking team as we expand collaboration between Mesirow Investment Banking and Mesirow Wealth Management” “I am thrilled by the opportunity to help guide the next stages of growth for Mesirow Investment Banking and partner with our…, Adam Oakley, With more than two decades of investment banking and valuation experience Oakley has expertise in industries including Aerospace & defense and diversified Industrials Prior to joining Mesirow in 2004 he was at Standard & Poors Corporate Value Consulting focusing on intangible asset valuation and other financial advisory services “Mesirow Investment Banking has a long history of…, Rocky Pontikes, adding “I am honored to partner with Adam to lead an extraordinary group of professionals I look forward to continuing our growth across the middle market driven by hard work good judgment and strong integrity” Pontikes has over 25 years of investment banking experience with deep expertise in numerous industry sectors including Business services Distribution & supply chain and Industrials…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…