Katrina V. Stanton
Senior Client Relationship Associate
About Katie
Katie Stanton is a senior client relationship associate on the DiMeglio Lane team with William Blair’s Private Wealth Management. She works closely with Gianni and Alex to deliver the firm’s full resources and capabilities to their clients. In addition, she has responsibility for the team’s operations and all aspects of client service, developing a strong relationship with each client. Katie joins William Blair from TD Wealth, where she was a private client specialist. Formerly, she was with TD Bank in roles of progressive responsibility. Katie is pursuing her degree in accounting at Norwalk Community College.
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.