Forbes magazine ranked 12 William Blair colleagues in its 2023 best-in-state women wealth advisors list released February 2.
Representing the firm’s offices in Georgia, Massachusetts, New York, and Illinois, the advisors honored were: Kim Tyson Chenevey (Atlanta), Barbara Cummings (Boston), Eve Ellis (New York City), Jill Arkwright Harvey (New York City), Lindsey Holton (Chicago), Louise Lane (Chicago), Laura Linger (Chicago), Carlette McMullan (Chicago), Sarah Mercurio (Chicago), Jackie Moss (Chicago), Geralyn Sullivan (Chicago), and Linda Sutkin (New York City).
“We are thrilled to have our colleagues from across the country named to Forbes best-in-state women advisors list,” said Ryan DeVore, global head of William Blair Private Wealth Management. “These outstanding advisors are leading the way in delivering integrated wealth planning strategies and investment opportunities for our growing client base, underscoring the financial expertise clients rely on from William Blair.”
The rankings are based on data provided by more than 15,000 top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.
The 12 advisors have an average tenure of more than two decades in financial services. They 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.