About
Addison Heffron is a Quantitative Analyst at PMA Financial Network Inc., based in Naperville, Illinois. In this role, Addison develops and implements quantitative models to support the firm's investment processes, focusing on the analysis, risk assessment, and optimization of fixed income portfolios for institutional clients. His work supports the firm's mission to deliver data-driven investment solutions tailored to the needs of the public finance sector, particularly municipal entities and public agencies.
Prior to joining PMA, Addison served in management and training positions at Chick-fil-A Restaurants, where he developed leadership and operational expertise while managing high-performing teams. His diverse background enhances his capacity for analytical rigor and client-oriented service in the financial sector.
Addison holds a Bachelor of Science in Finance from the University of Illinois Chicago and an Associate's degree in Finance from the College of DuPage. His expertise centers on fixed income securities, portfolio analytics, and quantitative finance within the public sector, positioning him as a rising specialist in the analysis of institutional investment strategies and municipal asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| PMA | Quantitative Analyst | Jun 2024 to Present | — |
| Chick-fil-A Restaurants | Shift Manager | Jan 2023 to Present | As a shift manager, I supervise up to 30 team members in serving guests efficiently at peak business hours. I am also responsible for maintaining accurate financial records during my shift. |
| Chick-fil-A Restaurants | Trainer | Mar 2022 to Present | As a trainer, I thoroughly learn every part of the Team Member role to effectively train new hires in exceptional service and hospitality. |
| Chick-fil-A-Franchise | Fast Food Team Member | Jun 2021 to Present | The Front of House workers, including Team Members, are the primary interactors with guests to our restaurant. We take orders from our guests and work to efficiently and accurately fulfill these order... |
| Metro Achievement Center | Character Education Teacher | Sep 2022 to May 2023 | I teach 7th and 8th graders about important topics such as dignity and virtue once a week. |
Education
University of Illinois Chicago
Bachelor of Science - BS, Finance, General
2022 — 2024
College of DuPage
Associate's degree, Finance, General
2020 — 2022
Others at Prudent Man Advisors, LLC (10)
| Name | Role | Location |
|---|---|---|
B Brett Copeland | Portfolio Manager | Chicago, IL , United States |
| Portfolio Manager | Chicago, IL , United States | |
J Jacob Fitzpatrick | Portfolio Manager | Saint Paul, MN , United States |
| Senior Quantitative Analyst, Public Finance | Chicago, IL , United States | |
| Portfolio Manager | Saint Paul, MN , United States | |
T Tim Palmer | Senior Portfolio Manager | Minneapolis, MN , United States |
C Cedric Buermann | Quantitative Equity Portfolio Manager | Minneapolis, MN , United States |
J Jacob Correll | VP, Portfolio Manager | Mesa, AZ , United States |
J John Huber | Chief Investment Officer | Minneapolis, MN , United States |
| Quantitative Analyst | United States |