Andrew T. Kross

View biography for Andrew T. Kross, vice president, wealth advisor.

Donald Yeomans

View biography for Donald Yeomans, Corporate & Executive Services Manager.

Romina Graiver

View the biography for Romina Graiver, Partner, Portfolio Specialist.

Assalin Discusses Potential Interest Rate Impact of US Election With Asian Investor

William Blair Investment Management portfolio manager Marcelo Assalin was quoted in an Asian Investor’s outlook article focused on the potential impact on interest rates following the election of Donald Trump.

Second Quarter Earnings Preview

In this Economics Weekly, we break down the past quarter’s earnings and preview the main factors that we will be looking for from a macro perspective.

The Unique Challenges of Pre Liquidity Planning

Pre-liquidity planning in 2024 will be anything but dull. Find out what business owners on the cusp of a liquidity event should know—and how they should prepare.

As Year-end Giving Approaches, Consider DAFs

NerdWallet Inc Initiation

William Blair initiated research coverage of NerdWallet, Inc. (NRDS $22.59), a personal finance company with a presence in the United States and internationally. NerdWallet offers users personalized insights on a variety of finance-related topics, such as loans, credit cards, refinancing, and more.

Cvent Holding Corp. Initiation

William Blair initiated research coverage of Cvent Holding Corp. (CVT $8.05), a leading provider of cloud-based event management software.

BRC Inc Initiation

William Blair initiated research coverage of BRC Inc. (BRCC $17.43), the parent company of Black Rifle Coffee Company, a rapidly growing omnichannel premium coffee brand across the direct-to-consumer (DTC), wholesale, and retail channels.