Barron’s magazine ranked 15 William Blair wealth advisors as top in state in its 2024 list released on March 8. Honorees were from Georgia, Illinois, and Maryland.
David Brown (Chicago), John Cimaroli (Chicago), John Cultra (Chicago), Daniel Grant (Chicago), Tony Hoban (Chicago), Steve Jesanis (Chicago), Louise Lane (Chicago), Brian Marshall (Chicago), Tom Marx (Chicago), Cameron McKinney (Chicago), Carlette McMullan (Chicago), Jackie Moss (Chicago), Craig Savage (Atlanta), and Tom Wilson (Chicago) have made the top state list previously. Matthew Clark (Baltimore) was named to the list for the first time.
“Congratulations to these advisors from across the country on making this nationally recognized listing,” said Ryan DeVore, head of Private Wealth Management at William Blair. “The only ingredient to a great firm is great people who serve their clients with excellence, and we are truly privileged to have tremendous talent like this group at William Blair.”
Barron’s top state advisor rankings are based on several factors, including assets under management and the quality of the advisors’ practices.
The 15 advisors have an average tenure of more than 20 years in the financial services industry and at William Blair. They serve individuals, families, organizations, and foundations to help them achieve their financial goals, strengthen family legacies, and endow their clients’ charitable activities.