Jeffrey Pavlik
Wealth Advisor Associate
About Jeffrey
Jeffrey Pavlik is a wealth advisor associate with William Blair’s Private Wealth Management. He works with individuals and their families, businesses, nonprofits, and endowments to help them achieve their financial objectives. Jeff’s broad experience includes equity and interest rate trading, portfolio and risk management, accounting, finance, and the development of sophisticated financial systems and strategies geared to maximize returns and minimize risk. Before joining William Blair, he held senior-level positions at Pavlik Capital Management, Peak6 Investments, Knight Financial, and UBS/O’Connor, among others. He was also a contributing writer for Forbes.com.
Jeff has an M.B.A. with concentrations in finance and entrepreneurship from the University of Chicago Booth School of Business and a B.A. in economics from Northwestern University.
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.