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The DiMeglio Lane Team

William Blair Private Wealth Management

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  • Gianni DiMeglio

    Gianni DiMeglio

    Managing Director, Wealth Advisor

    +1 203 718 5144
    View profile
  • Alex Lane

    Alexander M. Lane

    Managing Director, Wealth Advisor

    +1 203 718 5141
    View profile
  • Katie Stanton

    Katrina V. Stanton

    Senior Client Relationship Associate

    +1 203 718 5145
    View profile

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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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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

  • 147 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • The 2025 Tax Reference Guide

    William Blair's tax reference guide for income earned in 2025 and tax returns filed in 2026 is now available.

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    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.

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  • Financing a College Education: Options to Consider

    Tips for developing the best strategy while keeping your financial goals intact.

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See more thought leadership

Our Latest News

  • Naviant Has Received a Strategic Investment from DNS Capital

    William Blair acted as the exclusive financial advisor to Naviant in connection with its strategic investment from DNS Capital.

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  • United Building Solutions Has Been Acquired by AE Industrial Partners

    William Blair acted as the exclusive financial adviser to United Building Solutions, Crescendo Capital Partners and NewSpring Capital, in connection with the company’s sale to AE Industrial Partners.

    Read more

  • LDX Solutions Has Been Acquired by Andritz AG

    William Blair acted as exclusive financial advisor to LDX Solutions, a portfolio company of Insight Equity, in connection with its sale to Andritz AG.

    Read more
See more news

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