Overview

I am a partner at William Blair in Chicago. I run a five person team (I am only advisor with 4 support staff) with a national footprint. We are on Tamarac and clear through the NFS platform. My team manages roughly 750m, and we are looking to continue to grow by acquisition. Our firm is headquartered downtown Chicago (where my team and I reside) and we have offices in Southern California, New York, Boston Atlanta & Nashville. My firm finances a portion as well as myself so I have skin in the game. Have already completed a successful acquisition in Indiana this year. We run a fee-based planning focused practice with a little transactional business as well. I have been recognized in Financial Planning's 40 under 40 national rankings, Forbes "Next-Gen" Advisor Rankings and Illinois Best-in-State. My primary goal during a transition is to ensure the seller's process and investment philosophies remain the same as we serve incoming clients in-line with what a seller would expect with top-notch service and performance.

Market
Advisor/RIA
Last Activity
within 3 months

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