Andrew W. Jeffrey
Research Analyst, Financial Services and Technology
About Andrew
Andrew Jeffrey, CFA, who joined William Blair in July 2024, is an analyst in the financial services and technology group. Before joining William Blair, he spent 19 years at Truist Securities. Andrew also previously worked for Needham & Company, Robertson Stephens, Rodman & Renshaw, Mabon Securities, and Volpe Welty & Co. He earned a B.A. in economics from the University of Pennsylvania.
Coverage List
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
-
1935Year William Blair was founded
-
1,900+Employees worldwide
-
149 billion+Client assets
-
89 YearsIndependent and employee-owned
-
20+Offices worldwide
-
~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.