Adam O'Connor
CFP®, Senior Regional Director
About Adam
Adam O'Connor, CFP®, is a senior regional director with the William Blair Advisor Solutions Group. Before joining William Blair, he was a senior vice president at F-Squared Investments, covering the Midwest wirehouse and RIA channels. Earlier in his career, he was a regional director at Gannett, Welsh, & Kotler, covering the wirehouse and RIA channels. He received a B.A. in economics from Bates College.
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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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.