William Blair’s Atlanta Office Celebrates its Second Anniversary

William Blair team celebrated the anniversary of its Atlanta office. The firm celebrated by hosting a client luncheon where technology insights and trends were discussed. The Atlanta office opened in 2016 following two additional private wealth teams that were added in William Blair’s San Francisco, New York and Boston offices in 2015. The Atlanta private wealth management team of Kim Tyson Chenevey, Joel Dobbs, Craig Savage and Andy Thompson serve high-net-worth individuals and their families, business owners, foundations, and endowments.

William Blair’s global head of private wealth management group, Ryan DeVore noted that “This tremendous team has been a welcome addition to William Blair. Their financial expertise and acumen has been vital to serving our clients in Atlanta and the Southeast region. As we continue to selectively expand our private wealth and William Blair coverage across the United States, it is imperative that we continue to find wonderful professionals like the team we have in Atlanta.”

William Blair’s co-head of research group on technology, media, and communications, Bhavan Suri explained to the group that entities tied to robust data like cloud computing and storage, online retailing, and a new age of telecommunications will continue to see significant growth throughout the year. During his discussion, Suri noted that the expansion of software as a service technology and robots with artificial intelligence are two of the most exciting themes within the sector.

Congratulations to the Five William Blair Advisors Named Barron’s 2018 Top State-by-State Advisors

William Blair’s John Cultra, Dan Grant, Louise Lane, Tom Salvino and Tom Wilson were among 60 financial advisors in Illinois recognized by Barron’s Magazine in its annual state rankings of top U.S. advisors. These five advisors compile an average tenure of 30 years in financial services and 26 years at William Blair.

Barron’s top advisor list curates information provided by more than 4,000 of the country’s most productive financial advisors. These rankings are then generated by considering assets under management, regulatory record, and the quality of the advisors’ practices.

For the last 80 years, William Blair has been devoted to serving private wealth clients and providing industry-leading financial expertise to help individuals and families meet their long-term investment goals. The accolades earned by the William Blair team exemplify and represents the firm’s unwavering commitment to serving its clients.

William Blair’s Global Head of M&A, Investment Banker Mark Brady offered congratulations to the five William Blair advisors recognized by Barron’s. Brady said, ”Congratulations to John, Dan, Louise, Tom and Tom. I am proud to see my colleagues and William Blair winning recognition for the quality of our client service,” Brady said. “These accolades are examples of how William Blair has established itself as one of the top investment banks in the world.”