Jeffrey T. Golden
Managing Director, Wealth Advisor
About Jeff
Jeff Golden, managing director and wealth advisor, advises high-net worth families on investments and planning. He works closely with clients to review their goals, manage and monitor their investment portfolios, and construct comprehensive financial plans that are updated when life circumstances warrant.
Jeff joined William Blair in 2010. Previously, he was with Morgan Stanley Smith Barney where he began his career as a financial advisor in 2002. He brings with him over 20 years of investment experience. In July 2008, Jeff earned his Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. Previously, he worked for Océ North America in sales. Jeff earned his bachelor’s degree from the Virginia Military Institute (VMI).
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.