India in 2020

AssetMark Financial Holdings, Inc. Initiation

William Blair & Company initiated research coverage of AssetMark Financial Holdings, Inc. (AMK $26.68). AssetMark is a turnkey asset management program (TAMP), providing fee-based financial advisors with an end-to-end solution comprising integrated technology, investment management, and consulting services.

U.S. Physical Therapy, Inc. Initiation

William Blair & Company initiated research coverage of U.S. Physical Therapy, Inc. (USPH $105.45), the third-largest operator of physical therapy clinics in the United States. It provides physical and occupational therapy through 591 outpatient clinics in 42 states.

Ionis Pharmaceuticals Inc Coverage

William Blair initiated research coverage of Ionis Pharmaceuticals, Inc. (IONS $56.98). Ionis is the leader in antisense oligonucleotide (ASO) therapies led by the blockbuster Spinraza, marketed by Biogen, for the treatment of spinal muscular atrophy (SMA), and recently launched Tegsedi and Waylivra.

Frontdoor, Inc. Initiation

William Blair & Company initiated research coverage of Frontdoor, Inc. (FTDR $32.70), a provider of home service plans to about 2 million customers in the United States.

Tax Strategies for 2019 Year-End Planning

William Blair’s 2019 year-end planning guide is now available, highlighting 10 tax and wealth planning strategies stemming from the landmark tax reform law.

Patrick Nally

View biography for Patrick Nally, Managing Director, Industrial Growth Products.

Forbes Names William Blair Advisors to 2019 Top List

John Cultra and Louise Lane were named to Forbes 2019 America’s Top Wealth Advisors list.

2020 Top Stock Recommendations

Charlotte Expansion

William Blair today announced the expansion of its Transportation, Logistics, and Automotive investment banking teams with the additions of Derek Beres, managing director, and Perry Joiner, vice president.