Robert Kjellman
Managing Director, Wealth Advisor
About Bob
Mr. Kjellman, managing director, is a wealth advisor with William Blair’s Boston Wealth Management team. His primary responsibility is to provide portfolio management to high-net-worth individuals and their families, as well as to endowments and foundations.Mr. Kjellman has been in the investment business since 1982. Since 1998 he was a senior vice president and senior portfolio manager at Boston Private Bank & Trust Company. Mr. Kjellman was also chairman of its investment policy committee from 2000 to 2010, and managed the bank’s equity income strategies. His previous investment management experience includes time at The Private Bank at BankBoston, Shawmut Bank’s Investment Management Division, and E. F. Hutton & Company.
Mr. Kjellman is a graduate of Vanderbilt University in Nashville, Tennessee, where he received a Bachelor of Science degree in business administration.
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.