Michael Wertz
Partner, Wealth Advisor
About Michael
Michael Wertz manages investment portfolios for high-net-worth individuals, trusts, endowments, and foundations. In this role, he is responsible for developing asset allocation, risk management, and tax management strategies to address unique client circumstances and needs. Previously, Michael was a senior portfolio manager and vice president at Northern Trust Bank and U.S. Bank.
Michael joined William Blair in 2008. He is a member of the CFA Institute and the CFA Society of Chicago.
In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.1
1 The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases
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.