Archie Kantzavelos
Vice President, Senior Wealth Planner
About Archie
Archie Kantzavelos is a vice president, senior wealth planner for William Blair’s private wealth clients. He works with high-net-worth individuals and families, endowments and foundations, and corporate executive and business owners. He provides tax, estate, and charitable planning and consults on risk management, strategic asset allocation and capital sufficiency. Previously, Archie worked at Harris myCFO as a principal in the family office services group. Earlier in his career, he worked in public accounting at Deloitte and Arthur Andersen.
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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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.