Forrest Badgley
Wealth Advisor
About Forrest
Forrest Badgley, CFA, is a wealth advisor on the Fix Team at William Blair. He brings more than 25 years of industry experience in multiple roles, including trading, fixed-income risk management analysis, and managing global equities across sectors and geographies. His expertise in investment analysis and fundamental security selection will enhance the Fix Team’s focus on customized investing for its clients. Forrest formerly worked at Denali Advisors and earlier in his career at Aspire Trading, LLC and Bank One.
Forrest holds the Chartered Financial Analyst designation and the Certificate in ESG Investing from the CFA Institute. He earned his M.B.A. from Kellogg School of Management (finance, accounting, marketing) and his B.A. from Dartmouth College (philosophy). He lives in Evanston with his two daughters, is an avid skier, and enjoys music and playing the guitar.
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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147 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.