William Blair Private Wealth Management News and Activities

William Blair Private Wealth Management is owned by William Blair.

William Blair has 3 subsidiaries including William Blair Institutional Investment Management, William Blair Investment Banking and William Blair Private Wealth Management.

View the org chart displaying its 28 main executives

Most searched biographies at William Blair Private Wealth Management

• Ryan DeVore, Head of Private Wealth Management
• Andrew Feichter, Partner, High Net Worth Individuals
• Christopher Brathwaite, Partner, Director of Pre-Liquidity Planning

Popular executive movements at William Blair Private Wealth Management

• Kevin Monaco has joined the company as Managing Director, Private Wealth Management Western Division  (posted on February 23 2026).
• Ralph Segall has joined the company as Managing Director  (posted on February 7 2026).

Popular executive movements at William Blair

• Jay Lisowski has joined the company as Global Head of Product Strategy and Development  (posted on May 13 2026).
• Blake Pontius, Director of Sustainable Investing, has left the company  (posted on May 12 2026).
• Nick Ohler, Director of Private Capital Advisory, New York, has left the company  (posted on May 12 2026).

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William Blair has 425 competitors including Goldman Sachs (United States (USA)), Bpifrance (France) and BTG Pactual (Brazil).

Popular M&A news in Investment Banking

• Lazard has announced the acquisition of Campbell Lutyens  (posted on April 30 2026).
• BTG Pactual has announced the acquisition of Banco Digimais  (posted on April 15 2026).
• Opportune has announced the acquisition of Pickering Energy Partners  (posted on February 16 2026).

Popular contacts in Investment Banking

• Juan Alcaraz - Advisor at Allfunds Bank
• Gilson Finkelsztain - Chief Executive Officer (leaving) at B3
• Jacques Launer - Managing Director of Securitized Products at Brean Capital

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