Renee McGrail
CAIA, Senior Client Relationship Manager
About Renee
Renee McGrail, CAIA, is a senior client relationship manager with William Blair Investment Management. Before joining William Blair in 2022, Renee was a client relationship manager at UBS Asset Management for 14 years. In this role, she was responsible for institutional client coverage, consultant relations, and business development for a variety of plan types, including corporate and public pension plans, Taft-Hartley plans, and foundations and endowments. Before joining UBS, Renee was a fixed-income sales assistant with Countrywide Securities and a financial analyst in Deutsche Bank’s securitized products group. Renee is a member of the CAIA Association. She received a B.B.A. in finance from the University of Notre Dame.
Why We Invest Shapes How We Invest
Culture is more than the ethos that characterizes our organization; it’s the engine that guides our practices. Our people are defined by their shared values and curiosity. Our approach is defined by teamwork; a disciplined, proven methodology; and technology-enhanced collaboration. Our purpose is defined by a focus on our clients and communities. But don’t take our word for it. See what culture means to our colleagues.
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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.