All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.
“This distinguished recognition highlights the expertise William Blair’s advisors and teams bring to their clients,” Ryan DeVore, head of William Blair Private Wealth Management, said. “Congratulations to those honored for their outstanding contributions, demonstrating the firm’s exceptional values and continued commitment to prioritize our clients and their needs.”
This is the first time Barron’s has honored KJJ as a top 250 team. Cultra has been honored six consecutive times, while 1935 and GreenBridge have been honored three times.
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management.
Three William Blair Advisors Ranked Top 100 in America by Barron's; Four Teams Make Top 250 Teams List. William Blair is proud to announce John Cultra, Craig Savage, and Tom Wilson were named to Barron's 2024 Top 100 Financial Advisors in America list, released on May 10.
William Blair is pleased to announce that it received top-10 rankings in 23 individual categories in Vault's annual rankings of the best companies to work for in the investment banking industry. This total is the second-most among all firms included in the survey.
Advisors and practices who wish to be ranked must fill out a comprehensive application. Our ranking formula features three major categories of calculations: (1) assets (2) revenue (3) quality of practice. In each of those categories, we perform multiple sub-calculations.
Named to the 2023 Vault Banking 25 list, recognizing the top 25 North American investment banks for excellence. William Blair ranked ninth overall, receiving top-5 ratings in 18 categories.
Barron's is one of the country's most trusted financial publications. Readers get weekly articles containing investing ideas, trends and concepts. The articles are well written yet not too complicated. The only drawback may be Barron's relatively high price tage, but the quality more than makes up for the cost.
Morgan Stanley scored higher in 7 areas: Overall Rating, Culture & Values, Diversity & Inclusion, Senior Management, Compensation & Benefits, Career Opportunities and Recommend to a friend. Ameriprise scored higher in 3 areas: Work-life balance, CEO Approval and Positive Business Outlook.
William Blair has a unique independent global partnership with a long-tenured employee base. This special structure gives our various businesses the freedom to grow while aligning across our culture and vision to be the premier global boutique.
William Blair recognizes that, as a fiduciary to its clients, it owes a duty to all its clients to avoid conflicts of interest and act in the best interests of its clients.
The firm charges an annual fee of up to 2.00% on all assets, subject to negotiation. These investment advisory fees are independent of other expenses, such as brokerage commissions, custodial fees and mutual fund fees.
Today we are a global investment banking and asset management firm based in Chicago with offices on four continents. Throughout our history we have remained independent and employee-owned.
Bank tiers indicate an institution's financial health. For example, a Tier 1 bank can immediately absorb losses without halting banking operations. A Tier 2 bank or institution with supplementary capital has less secure and harder to liquidate assets, which is less stable during a crisis.
William Blair has an employee rating of 4.1 out of 5 stars, based on 357 company reviews on Glassdoor which indicates that most employees have an excellent working experience there.
As of December 31, 2023, William Blair & Company, L.L.C. had approximately $65 billion in client assets, of which approximately $46 billion constitutes regulatory assets under management. William Blair Investment Management, LLC had regulatory assets under management of approximately $67 billion.
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