William Blair was honored to have 25 wealth advisors recognized as best in state by Forbes, the firm's largest group to make the magazine’s annual state listing released on April 4.
Honorees were top in Illinois, California, Georgia, Maryland, Massachusetts, and New York representing the firm’s offices in Chicago, San Francisco, Atlanta, Baltimore, Boston, and New York City.
Wealth advisors David Brown, Edward (Buz) Chandler, John Cimaroli, Larry Gilbert, Steven Jesanis, and Cameron McKinney were ranked for the first time.
John Cultra, John Cutler, Andrew Feichter, Daniel Furhman, Daniel Grant, Jill Arkwright Harvey, Tony Hoban, Robert Hopkins, Louise Lane, Laura Linger, Edward Malysiak, Brian Marshall, Tom Marx, Carlette McMullan, Jackie Moss, Craig Savage, Michael Sirvinskas, Tom Wilson, and C.J. Young have made the list in previous years.
Cultra also made Forbes America’s Top Wealth Advisors list.
“It is an honor to work with these outstanding advisors who underscore William Blair’s values to focus on our clients’ success across market cycles and across generations,” said Ryan DeVore, global head of William Blair Private Wealth Management. “This recognition is well deserved and comes as the firm’s wealth management services continue to expand across the country, from offices in California to New York.”
The best-in-state rankings are based on data provided by thousands of top-performing advisors from across the country, evaluating assets under management, compliance records, industry expertise, and best practices.
William Blair advisors and their teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.
Forbes Best-in-State Wealth Advisors 2023
Forbes America’s Top Wealth Advisors 2023