Jump to the top of the page

Showing 250 – 260 of 1307 results

  • Four William Blair Advisors Make Top Working Mother List

    Working Mother magazine named William Blair’s Kim Tyson Chenevey, Sarah Mercurio, Carlette McMullan and Jackie Moss named to its 2020 Top Wealth Advisor Moms list released on September 29.

  • Saudi Arabia How Reforms are Making an Impact

    Anezina Mytilinaiou, CFA, attends the Middle East North Africa (MENA) Conference in Riadyh, where she explores the transformative impact of Saudi Arabia’s Vision 2030.

  • Barrons Top State List

    John Cultra, Steve Elkins, Bob Fix, Dan Grant, Louise Lane, and Tom Wilson were recognized as 2020 top state advisors by Barron’s magazine.

  • Your Estate Plan Capture the Golden Opportunity Before It Sunsets

    Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.

  • Forbes Top Women Wealth Advisors in America List

    Louise Lane and Carlette McMullan were named Top Women Wealth Advisors in America by Forbes.

  • Coupa Software Incorporated Initiation

    William Blair & Company initiated research coverage of Coupa Software Incorporated (COUP $161.15). Coupa operates a leading global comprehensive business spend management platform.

  • Selecta Biosciences Inc Initiation

    William Blair & Company initiated research coverage of Selecta Biosciences, Inc. (SELB $3.14), a clinical-stage biotechnology that uses its ImmTOR immune tolerance platform to overcome host immunogenicity to treat rare diseases.

  • GoHealth Inc

    William Blair & Company initiated research coverage of GoHealth, Inc. (GOCO $17.25), an independent health insurance broker focused on the Medicare market.

  • Loopio and Sumeru Equity Partners Transaction

    William Blair acted as the exclusive financial advisor to Loopio Inc., an OpenView Venture Partners portfolio company, in connection with its strategic investment from Sumeru Equity Partners.

  • Robyn Hulfeld

    View biography for Robyn Hulfeld, manager I, business management.

Are you sure you want to leave?

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures