Forbes magazine recently named William Blair’s Matt Clark, David Dreifuss, Andrew Feichter, Max Kaplan, and Dan Maude to its 2023 Top “Next-Gen” Wealth Advisors Best-In-State list published August 8. Clark was named for the state of Maryland and Dreifuss, Feichter, Kaplan, and Maude were named for the state of Illinois; Clark and Feichter also made the magazine's national list.
“These next-gen wealth advisors take pride in upholding our core values. They have truly exemplified William Blair’s culture, earning the very precious trust of their clients, in what has been an unique market environment,” said Ryan DeVore, head of Private Wealth Management.
The magazine recognizes America’s top up-and-coming advisors under 40 based on several factors including industry experience, compliance records, best practices, and assets under management.
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.