J. Bruce Whelihan
Managing Director, Wealth Advisor
About Bruce
Bruce Whelihan, managing director, is a wealth advisor with William Blair’s Private Wealth Management group, serving clients in the Washington, D.C. area and beyond. He has more than 40 years of experience working with individuals and institutional investors. Bruce focuses on providing comprehensive investment and wealth management solutions for his clients. He consults and supports a broad range of clients using William Blair’s equity research, outside managers, and alternatives as well as introducing additional resources to expand their investment opportunities. Bruce joined Alex. Brown in 1976 and was with Brown Advisory before transitioning to William Blair. He was a commercial banker in New York before moving to Washington to work in the White House during the Nixon administration.
Bruce has his M.B.A. from Wharton School and his B.A. from Washington and Lee University.
He is a finance committee member of Tudor Place Historic House and Gardens.
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.