Josh Walshe, William Blair’s manager of PWM Research and Consulting Services, was profiled by Citywire Pro Buyer, where he discussed the firm’s approach and priorities for model portfolio guideline development and how the team generates its list of recommended investments in 2024 and beyond.
In the profile, Walshe noted that the firm is composed of about 120 advisors responsible for more than $70 billion in client assets and that as a “generalist” firm, his team casts a wide territorial and sector net to identify opportunities and solidify its recommendations for the advisors, their teams, and their clients.