• 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…

  • 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…