William Blair's John Cultra and Tom Wilson were named to the 2018 America's Top 100 Financial Advisors list by Barron's magazine this week.
This was the third straight year Cultra made Barron's Top Financial Advisors list and the first time Wilson was named to the Top 100.
The annual ranking is based on assets under management, revenue generated for the advisors' firms, and the quality of advisors' practices. Investment performance is not an explicit factor because clients have varied goals and risk tolerances.
The Cultra and Wilson teams serve high-net-worth individuals and families, foundations and endowments on investing, trust and estate planning, lending and philanthropy.
"This honor recognizes the dedication and financial expertise John, Tom and their teams bring to each client they serve," said Ryan DeVore, William Blair's global head of private wealth management. "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."
Cultra and his team members Sarah Clark, Terri Kwiecinski, Mark McKinley, Melissa Mendoza, Sarah Mercurio, Joanna Pomagier, Mike Wertz and Scott Zopfi have an average of 22 years of experience in the financial industry and 12 years at William Blair.
Wilson and his team – Julie Alcala, Russell Campion, Francine Foley, Christine Gentile, Dick Gottfred, Lindsey Holton, Archie Kantzavelos, Tom Pruitt – have an average of 26 years of experience in the financial industry and 22 years at William Blair.
Cultra and Wilson were among the five William Blair advisors selected by Barron’s for its 2018 top state by state list released in March. Dan Grant and Louise Lane were the other William Blair advisors named to Barron’s top 60 advisors in Illinois.