Cody Roberts
Client Relationship Associate
About Cody
Cody Roberts is a client relationship associate with the Fix Team. In this role, he serves clients with onboarding, money movement, and planning issues, and assists the team with operations. Cody joined the team after two summers interning with Private Wealth Management and the Fix Team. He graduated with a B.S. in mathematics from Hobart and William Smith Colleges and holds the CERTIFIED FINANCIAL PLANNER™ designation. Cody grew up in Vermont and now lives in Chicago’s Gold Coast neighborhood. He enjoys spending time with family and friends and working out.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.