Tim Gleason
Managing Director, Wealth Advisor
About Tim
Tim Gleason, managing director and wealth advisor, is responsible for overseeing the delivery of integrated investment advice and client service, including developing and implementing investment policies, selecting individual securities, analyzing and monitoring client portfolios, recommending appropriate asset allocations, and evaluating and selecting investment managers. He serves the department as a member of the Asset Allocation committee, which is responsible for setting overall asset allocation strategies for the Private Wealth Management teams. Prior to joining William Blair, he was the director of Investment Advisory Services at myCFO/BMO Financial for 11 years, and worked at Frye-Louis Capital Management for eight years.
Industry experience since 1994
- BMO Financial
- Frye-Louis Capital Management
- Joined William Blair in 2015
Professional Associations
- CFA Society
- CFA Institute
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.*
-
1935Year William Blair was founded
-
1,900+Employees worldwide
-
149 billion+Client assets
-
89 YearsIndependent and employee-owned
-
20+Offices worldwide
-
~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.