Two William Blair Advisors named on Barron’s Top 100 Women Advisors List

Congratulations to Carlette McMullan and Louise Lane, both partners and financial advisors at William Blair, for being named America’s Top 100 Women Financial Advisors list by Barron’s magazine. This is McMullan’s second year being included on the list and Lane’s third year. Lane was also named on Barron’s Top State Advisors list this year. Together, McMullan and Lane have 63 years experience working at William Blair.

McMullan and Lane both work with high-networth individuals, multi-generational families, and foundations. The award recognizes the volume of assets overseen by the advisors, the revenues generated for the firm, and quality of services. Typically the advisors and teams recognized by Barron’s have accounts ranging from $700,000 to $5.17 billion. Lane and her team manages $1,069,000,000 and McMullan and her team manages $713,000,000.

William Blair is truly lucky to have such dedicated people who are passionate about putting clients first to help them grow their wealth while being able to adapt to market volatility. Congratulations to the McMullan and Lane teams!

William Blair Produces Top Results in Greenwich Associates Survey

This year, William Blair produced record results in the Greenwich Associates survey of small and midcap portfolio managers. Greenwich Associates provides market intelligence insights and recommendations to improve business performance. William Blair was proud to be named the number one provider of research for three industry segments along with being tied for number one lead in overall industry segments. William Blair was also ranked number one in eight categories that included most knowledge of companies and industries, most intense sales and research coverage, and lead provider of research and advisory services.

William Blair President, John Ettelson, said regarding the recognition, “It is truly an honor to be recognized like this by the institutional investor community. Our mission is to provide research-driven insight and unparalleled service for our clients, and the results of this survey are proof that we are doing an outstanding job delivering on that promise.” Congratulations to all at William Blair!

A Mercy Home Success Story

Mark Brady is on the Board of Regents at Mercy Home for Boys & Girls, a Catholic non-profit based in Chicago that offers care for at-risk youth and families outside of their home. Mercy Home provides safe residential treatment homes, support for former residents, youth mentoring, raises public awareness for youth in need, and more. Since its founding in 1887, Mercy Home has helped thousand of young people turn their lives around.

A recent Mercy Home success story is Sal, a teen who was butting heads and constantly arguing with his mom. His mom had heard about the program from a friend and knew it could help Sal find direction. Sal knew he needed help and after learning about Mercy Home from his mom, he knew it was the place for him.

After moving in, he was open to trying new things and embraced the possibilities that the home could offer.  As he got to know other residents and hear their stories, Sal soon realized how lucky he was to have his mom and family since other kids had been through so much more. He quickly gained an appreciation for the Mercy Home staff who continuously pushed him to be his best. Sal’s advocate, Christina, saw his incredible potential and knew he could accomplish amazing things with his life if he put his mind to it.

Sal joined Mercy Home to find direction and figure out what it was he wanted to do with his life. Having previously spent a lot of time playing video games, he decided to channel this passion into a career in the IT space. When he first arrived at Mercy Home he began an internship in IT at the Chicago Transit Authority. IT quickly became his biggest passion and he then joined the Year Up program and received another internship at a veterinary specialist center.

Now, two years into Mercy Home, Sal is continuing to build his IT skill set and working at an information services company. At the company he handles tech support and assists customers in setting up automotive software. He is also working to repair and rebuild his relationship with his mother.

To hear more about Sal’s story and others like him, visit the Mercy Home Blog. If you are interested in supporting a cause that changes lives, visit the donation page.

William Blair & Company Celebrate the 38th Annual Growth Stock Conference

William Blair & Company hosted its 38th Annual Growth Stock Conference from June 12th – 15th in Chicago. The event brings in about 1,000 clients and 240 companies spanning six sectors; global industrial infrastructure, consumer, financial services and technology, consumer, healthcare, and technology, media, and communications. During the conference formal presentations were held by various industry leaders including David Nelms, CEO of Discover Financial Services, Corey Thomas, President and CEO of Salesforce, and Mary Dillon, CEO of Ulta Beauty, Inc. In addition to the presentations, William Blair had thousands of meetings with clients and management teams.

Read more about the Growth Stock Conference

CIS Receives $100,000 Grant

Mark Brady sits on the board of Communities In Schools Chicago, an organization that supports students in Chicago Public Schools and works to lower dropout rates. This May, CIS received a $100,000 award from Impact Grants Chicago. CIS and seven other organizations were presented with grants at the Impact Grants event at The Geraghty.

The grant was awarded following Northwestern, Brady’s alma mater, announcement that CIS Chicago would be the primary beneficiary of the 2019 Northwestern Dance Marathon. The 2018 Northwestern Dance Marathon has raised $1,175,709.82 for various organizations. In the 43 years that the event has taken place, it has raised over $19 million for nonprofits and CIS is honored to soon be one of those organizations included.

Communities in Schools is a national organization that works with 2,300 schools in 25 states and in Washington D.C., to provide students with the support and empowerment to stay in school and graduate. To learn more about how you can help the Chicago chapter, visit its website.