Rachel Dorman
Lead Consultant
About Rachel
Rachel Dorman is a lead consultant in William Blair’s Consulting Services group. Her primary responsibility is collaborating with teams to develop, service, and maintain client relationships within the retirement space. She coordinates with advisors and plan sponsors to navigate the fiduciary landscape by delivering customized retirement plan solutions to help meet an organization’s unique objectives.
Rachel has been with William Blair since 2007 and previously worked as a manager in the Private Wealth Management Middle Office. Prior to joining William Blair, Rachel held client service roles at LaSalle Financial Services and Deutsche Asset Management.
About William Blair
William Blair is a premier global partnership 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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147 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.