Dan Finnegan
CFA, CPA, Director of Finance
About Dan
Dan Finnegan is the director of finance for William Blair Investment Management. In this role, he provides strategic direction and oversight across financial planning, pricing, compensation, and vendor management.
Before assuming this role in November 2017, Dan had been the head of business and financial analysis for Investment Management since April 2006. Dan has also held other roles in business analytics and fund accounting since joining the firm.
Before joining William Blair in 2000, he was an audit manager at Woods and Dwyer, PLC. Dan serves on the Metropolitan Family Services Metro Board. Dan is member of the CFA Institute and the CFA Society of Chicago and is a registered CPA in Illinois. He received a B.B.A. in finance and accounting from the University of Arizona.
Why We Invest Shapes How We Invest
Culture is more than the ethos that characterizes our organization; it’s the engine that guides our practices. Our people are defined by their shared values and curiosity. Our approach is defined by teamwork; a disciplined, proven methodology; and technology-enhanced collaboration. Our purpose is defined by a focus on our clients and communities. But don’t take our word for it. See what culture means to our colleagues.
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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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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.