William Blair closed the 2017 year on a very high note. Not only did William Blair do over $1 billion in revenue, but the firm and several of its employees received various prestigious awards for their impressive annual output. Most recently, John Cultra and Tom Wilson were named to the 2017 America’s Top 100 Financial Advisors list by Barron’s magazine this week.
John Cultra and his team members offer an impressive average of 22 years of experience in the financial industry, 12 of which have been at William Blair. Tom Wilson and his team boast an average of 26 years of experience in the financial industry with 22 years at William Blair. Both John and Tom’s teams serve high-net-worth individuals and families, foundations and endowments on investing, trust and estate planning, lending and philanthropy.
Barron’s magazine’s annual ranking is based on assets under management, revenue generated for the advisors’ firms, and the quality of advisors’ practices. Notably, Investment performance is not considered a deciding factor because clients have varied goals and risk tolerances.
William Blair’s global head of private wealth management, Ryan DeVore said “This honor recognizes the dedication and financial expertise John, Tom and their teams bring to each client they serve. These professionals truly showcase how William Blair’s independence and size benefits our clients through the collective wisdom of the firm’s research, our customized investment strategies, and our sophisticated financial planning resources. This is especially valued during this recent return of increased market volatility.”
Additionally, Tom and John were among the five William Blair advisors selected by Barron’s for its 2018 top state by state list released in March.