Jim Alverson
Vice President, Senior Wealth Planner
About Jim
Jim Alverson works with high-net-worth individuals with a focus on complex estate and tax planning in the context of their overall wealth plan. In addition, he has expertise in facilitating family meetings and extensive experience with family office management. Jim has more than 20 years of experience in financial planning with Fortune 500 executives, high-net-worth individuals, and a family office. He is currently a director with the Western Golf Association (Caddies to College) and serves as a committee chair for the Cardinal Glennon Gallop event.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.