Monica Kaminski
Wealth Advisor
About Monica
Monica L. Kaminski, CFA, is a wealth advisor with William Blair’s Private Wealth Management group, where she specializes in managing investment portfolios for high-net-worth individuals, families, and organizations, working closely with them to craft customized portfolios tailored to their specific financial objectives as part of an overall personal wealth management strategy. Before joining William Blair, Monica was a director – senior portfolio manager at BMO Harris Bank’s wealth management division.
Monica holds a B.S. in economics from Benedictine University, where she also participated on both the volleyball and softball athletic teams and graduated summa cum laude. Monica earned her Chartered Financial Analyst designation, and has been an active member of the CFA Society of Chicago since 2008.
Monica and her husband, Bobby, reside in Oswego, Illinois, with their three daughters—Grace, Alyssa, and Madison. Monica enjoys running, boating, and an active family life with youth sports.
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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1935
Year 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 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.