1935 Wealth Management Team

William Blair Private Wealth Management

Wealth management is a process, not a product. We engage with our clients in conversation to gain a thorough understanding of their objectives, resources, risk tolerance, and time frame. Our team's focus is on creating wealth management strategies that are responsive to evolving market conditions and changes in our clients' lives.

Professional Recognition and Awards

Barron's Top Private Wealth Management Teams 2021, 2023, 2024¹
Forbes Best-in-State Wealth Management Teams 2023, 2024²
Forbes America's Top Wealth Management Teams 2023, 2024²

¹The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

² The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Tom Wilson

Partner, Wealth Advisor

+1 312 364 8855

View profile
Dick Gottfred

Partner, Wealth Advisor

+1 312 364 8732

View profile
Lindsey Holton

Partner, Wealth Advisor

+1 312 364 5151

View profile
Laura-Min Proctor

Partner, Wealth Advisor

+1 312 364 8073

View profile
Ray Lombardi

Wealth Advisor

+1 312 364 8858

View profile
Manny Hodzic

Wealth Advisor

+1 312 364 8274

View profile
Kevin Eifert

Investment Associate

+1 312 801 7891

View profile
Francine Foley

Client Relationship Associate

+1 312 364 8734

View profile
Christine Gentile

Client Relationship Associate

+1 312 364 8941

View profile
Mirjana Nikolic

Client Relationship Associate

+1 312 364 8628

View profile
Sarah Hayes

Investment Associate

+1 312 364 8431

View profile
Jennifer Traina

Business Manager

+1 312 801 7708

View profile
Ryan Villanueva

Client Relationship Associate

+1 312 364 5149

View profile
Kevin Donahue

Client Relationship Associate

+1 312 801 7754

View profile

PWM Professional Resources

Laura Coy

Partner, Head of Philanthropy Strategy and ESG Integration

+1 312 364 8037

View profile
Tyler Glover

Partner, Managing Director, Private Wealth Management Consulting Services

+1 312 364 8654

View profile
Archie Kantzavelos

Vice President, Senior Wealth Planner

+1 312 364 5045

View profile

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

1935

Year William Blair was founded
1,900+

Employees worldwide
149 billion+

Client assets
89 Years

Independent and employee-owned
20+

Offices worldwide
~650

Companies under coverage

As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

Thursday, January 18, 2024

The 2024 Tax Reference Guide is Now Available

William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read more
Wednesday, October 23, 2024

Asset Allocation: Your Biggest Investment Decision

Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
Read more
Tuesday, October 22, 2024

529 Plan Account Rollovers to Roth IRAs

529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.
Read more

See more thought leadership

Our Latest News

Thursday, December 5, 2024

APi Group Corporation: Initiation of Research Coverage

William Blair initiated research coverage of APi Group Corporation (APG $37.65), the global leader in life safety services, with a total addressable market that is estimated to exceed $150 billion.
Read more
Wednesday, December 4, 2024

Vigil Neuroscience, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Vigil Neuroscience, Inc. (VIGL $2.47), a clinical-stage biopharma focused on developing microglial-targeting therapeutics by leveraging genetic insights into degenerative disorders of the central nervous system (CNS).
Read more
Tuesday, December 3, 2024

G2V Group Has Agreed to be Acquired by Freshstream Investment Partners

William Blair acted as the exclusive financial advisor to G2V Group, in connection with its pending sale to Freshstream Investments Partners.
Read more

See more news

Tom Wilson

Dick Gottfred

Lindsey Holton

Laura-Min Proctor

Ray Lombardi

Manny Hodzic

Kevin Eifert

Francine Foley

Christine Gentile

Mirjana Nikolic

Sarah Hayes

Jennifer Traina

Ryan Villanueva

Kevin Donahue

Laura Coy

Tyler Glover

Archie Kantzavelos

The 2024 Tax Reference Guide is Now Available

Asset Allocation: Your Biggest Investment Decision

529 Plan Account Rollovers to Roth IRAs

APi Group Corporation: Initiation of Research Coverage

Vigil Neuroscience, Inc.: Initiation of Research Coverage

G2V Group Has Agreed to be Acquired by Freshstream Investment Partners

Are you sure you want to leave?