Steve Fortner
Senior Client Relationship Associate
About Steve
Steve Fortner is a registered senior client associate with the McMullan team at William Blair. In this role, he is responsible for trade execution, general client operations, and financial planning in tandem with the team’s certified financial planner. Steve originally joined Private Wealth Management's operations group in 2018 and has strong experience in operations and trading.
Steve has an M.B.A. and a B.S. in economics from Rollins College. He lives in Deerfield with his wife and two daughters. He is a marathon runner, enjoys pickleball, and is active with PAWs of Chicago.
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.