John Baker Welch
Managing Director, Wealth Advisor
About John
John Welch, managing director, has more than 40 years of experience in portfolio management and economic forecasting. For over twenty-five years, John has written economic reports that have developed broad distribution, appearing in Forbes’ Real Clear Markets. John founded the CPE University Series™ that hosts several professional seminars each year offering continuing education to CPAs and attorneys on such topics as economic developments, new tax laws, and financial, legal, and regulatory updates.
John primarily focuses on investment advice and wealth management as well as corporate retirement plans. He attained the Accredited Investment Fiduciary® designation, is a member of the Chicago Estate Planning Council and is one of about 25 economists who submit annual economic estimates to the Chicago Federal Reserve for its Chicago index.
John received his B.S. from Carthage College and completed advanced studies at the New York Institute of Finance.
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.