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Addison Heffron

Addison Heffron

Quantitative Analyst at Prudent Man Advisors, LLC

Naperville, IL , United States

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

OrganizationRoleDate RangeDetails
PMAQuantitative AnalystJun 2024 to Present
Chick-fil-A RestaurantsShift ManagerJan 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 RestaurantsTrainerMar 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-FranchiseFast Food Team MemberJun 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 CenterCharacter Education TeacherSep 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)

NameRoleLocation
B
Brett Copeland
Portfolio ManagerChicago, IL , United States
H Edward Barnicle
H Edward Barnicle
Portfolio ManagerChicago, IL , United States
J
Jacob Fitzpatrick
Portfolio ManagerSaint Paul, MN , United States
Jasen Pinkerton
Jasen Pinkerton
Senior Quantitative Analyst, Public FinanceChicago, IL , United States
Nick Borreson
Nick Borreson
Portfolio ManagerSaint Paul, MN , United States
T
Tim Palmer
Senior Portfolio ManagerMinneapolis, MN , United States
C
Cedric Buermann
Quantitative Equity Portfolio ManagerMinneapolis, MN , United States
J
Jacob Correll
VP, Portfolio ManagerMesa, AZ , United States
J
John Huber
Chief Investment OfficerMinneapolis, MN , United States
Thomas Von Kuster
Thomas Von Kuster
Quantitative AnalystUnited States