Our Baltimore-based team has formed William Blair’s first Private Wealth Management office in the Mid-Atlantic to serve a broad range of individuals, families, institutions, and companies with investment advice and wealth planning services. We proudly embrace the firm's mission to engage in our communities.
Baltimore Wealth Management
William Blair Private Wealth Management
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Quarterly Investment Commentary
View our Q1 2024 Global Market Review and Outlook.
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Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
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Our Journey to a Sustainable Future
William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities. Read more about how William Blair incorporates sustainability and corporate governance factors across our business lines.
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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.*
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Year William Blair was founded
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Employees worldwide
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Client assets
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Independent and employee-owned
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Offices worldwide
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Companies under coverage
As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
Read moreThe 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 moreCollege Was Awesome. Now What?
College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.
Read moreOur Latest News
Sensio Has Agreed to be Acquired by Nordic Capital
William Blair acted as the exclusive financial advisor to Sensio, a portfolio company of Longship, in connection with its pending sale to Nordic Capital.
Read moreWilliam Blair Inspired Young Students to Explore the World of STEM
William Blair was thrilled to host a group of Chicago elementary-aged students from the nonprofit Girls 4 Science, in collaboration with MakerGirl, for a hands-on learning experience.
Read moreTempus AI, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Tempus AI, Inc. (TEM $30.88), a company that provides precision medicine solutions for patients and uses its data platform to offer insights for researchers and pharma companies.
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