4 out of 5 stars, based on 232 company reviews on Glassdoor. William Blair Response 2y. Assigned directly to one of the following groups across investment banking: Aerospace/Defense & Govt. Whether this be getting to work with clients in sectors I am passionate about or pursuing mentorship opportunities within my teams, they have partnered with me on my early career path and set me up for future success. He joined the firm in 1995 after 10 years with Kidder Peabody. PDF — 2. We work closely with private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, and financial advisors. Executive Assistant tinEquity Research (Former Employee) - New York, NY - June 10, 2018. William Blair has an "old fashioned" feel. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices At William Blair, we have unique voices but shared values. We also work with our Alliances—Women’s Alliance, Pride Alliance, Veterans’ Alliance, and ONE Alliance—to empower colleagues to celebrate and advance inclusion and diversity. I am prepared to work long hours if it means contributing to the company’s success. William Blair analysts have the opportunity to harness their potential by being part of a culture of collaboration and accountability that offers compelling William Blair is a good place to work as they are very stable and conservative. 1 rating for culture and values and 4. $95,867. 1 rating for work-life-balance, 3. Ratings by category. We work closely with the most sophisticated Philanthropic strategies: We implement philanthropic strategies that are integrated into the client’s overall portfolio and wealth-management plan. +1 312 801 7821. We provide the industry’s brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. William Blair Investment Management has been named a 2021 Best Place to Work in Money Management by Pensions & Investments magazine. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices Overall, 76% of employees would recommend working at William Blair to a friend. citizens or residents, William Blair offers a series of Luxembourg-domiciled SICAV products. Bedford Historical Society. 1935. Results are partially based on feedback from employee surveys. References to specific companies are for illustrative purposes only and should not be At William Blair, we support and work in partnership with leading diverse professional organizations to foster greater inclusion in the financial services sector. 3 Work-Life Balance. Prior to joining William Blair, she spent three years at Aberdeen Standard Investments, working with ESG focused clients across Europe. William Blair has always supported my pursuit of different opportunities during my time at the firm. May 5, 2024 · Employees in Chicago have given William Blair a rating of 4. The company employs 20 administrative assistants. We are 100% active-employee-owned with broad-based ownership. In this role, she works closely with clients, key stakeholders, and colleagues around the world to develop and optimize their sustainability efforts and charitable giving. Sep 23, 2022 · Example: “I understand that William Blair is a global investment bank with clients all over the world. The Riverside Wealth Advisors team at William Blair serves high-networth individuals, families, and private foundations. Edward was a Yale graduate in 1879, who wrote several books including a history of the Chicago Club, [3] and spent his life working in his father's firm. Helpful. 5 minute read. There’s no growth to advance beyond your position. While our team-based approach is anchored by proprietary analytical frameworks, continuous improvement is core to our process, so we also invest in technological innovations that aim to strengthen our ability to pool our talents. The team takes a holistic approach to wealth management and begins each relationship William Blair is committed to building enduring relationships with our clients. Services. 0 out of 5 stars. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. 4. Our financial advisors meet directly with clients to help them articulate their Mar 14, 2024 · William Blair salaries. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices Monday, December 6, 2021. 64 reviews from William Blair & Company employees about William Blair & Company culture, salaries, benefits, work-life balance, management, job security, and more. 05 MB / Oct 29, 2019. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. Remuneration tends to be below comparable firms at junior to middle level positions. Atlanta, Boston, Charlotte, Chicago, Los Angeles, New York, and San Francisco. She covers the Midwest and Southeast regions of the United States. Brian leads William Blair’s North American packaging practice, and he has over 10 years of sector, M&A, and capital markets experience working with corporate and private equity clients globally. P. Year William Blair was founded. This was the ninth time William Blair has been honored since P&I began compiling the list in 2012 to recognize the best employers in the money management industry. Together, they work with wealthy families to enhance every aspect of their financial situation. Business Outlook. His role there involved working extensively with William Blair is committed to building enduring relationships with our clients. William Blair is a well known Investment Banking firm with a very stellar reputation in the financial industry and very committed to their clients as well as Philanthropy work. Hope Funds for Cancer Research William Blair is a leading investment bank headquartered in Chicago with offices in 20 cities on four continents. The average a William Blair salary in the United States is $95,867 per year. Ken Langston. We offer internships for students in the U. Corporate Advisory*. PDF — 671 KB / Sep 3, 2019 Arjun has been with William Blair since 2017. Good work life balance, talented investors. Location. Can’t access your account? Terms of use Privacy & cookies Privacy & cookies Sep 23, 2022 · Example: “I understand that William Blair is a global investment bank with clients all over the world. Community Involvement. We provide advisory services, strategies, and solutions to Security Operations Engineer (Current Employee) - 150 N riverside plaza Chicago Illinois - November 21, 2019. Jan 17, 2020 · 4y. Before that, she worked for Westminster Wealth Management in London. We also work with our business resource groups—Women’s Alliance, Pride Alliance, Veterans’ Alliance, and ONE Alliance—to empower colleagues to celebrate and advance inclusion William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. Bob Fix, Ed Dunphy, Andrew Sims, and Matt Litfin constitute the multigenerational Fix Team at William Blair. They need more room for advancement which is the only drawback. Any investment or strategy mentioned herein may not be appropriate for every investor. Through long-term relationships and a continuing dialogue with our clients, we seek to deliver wealth-management strategies that are responsive to evolving market conditions and changes in our clients’ lives. Prior to joining William Blair in 2013, Brian worked for Warm Global Investing Banking for with pleasant people. The size of deals your work on can vary a lot. Learn more about career opportunities at William Blair Mar 7, 2024 · Great Culture. This indicates that most employees have an excellent working experience in Chicago. For disclosure information, FAQs. 5. Preparing future generations to be good stewards of wealth and active participants in William McCormick Blair was born May 2, 1884, in Chicago . 0. Feb 10, 2021 · William Blair and ICM will work together on a smooth transition for clients, leveraging the combined expertise of the two firms. How do job seekers rate their interview experience at William Blair? 66% of job seekers rate their interview experience at William Blair as positive. Review this company. United States 2 reviews. The firm’s interns receive a phenomenal learning experience, working on live deals alongside senior bankers and clients. Jan 5, 2017 · 2. The 's 95k all-in figure is not for , but research (as reputable as it may be). Read more. Explore Macro Analyst Richard de Chazal’s analysis from the 44th annual Growth Stock Conference, highlighting the economy’s vitality, as observed by the presenting companies and investors who attended the conference. Investment Banking professionals working at William Blair have rated their employer with 4. The Elkins Team. Managing Director, Global Head of Investment Banking. William Blair Private Wealth Management. Board Membership. Equity Research. There can be no assurance that investment objectives will be met. The William Blair employee rating in Chicago is 21% above average for employers within the Financial Services industry (3. Additional responsibilities are available upon request, but there is little room for advancement. Obviously it’s not Goldman, but Blair is certainly a leading middle market bank and everyone in the business is familiar with it. Analyst professionals have also rated William Blair with a 3. Paige LaCour is senior community engagement associate at William Blair and has been with the firm since 2014. PDF — 1. Each investment team stays true to its philosophy, but a culture of deep curiosity and conviction promotes flexibility and ongoing improvements. *. Brian Flynn is a managing director for William Blair based in the firm’s Chicago office. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices Start your career in Investment Banking. We take to heart and understand that money is an important and sensitive asset, and we work hard to maintain our clients’ trust. 75. In the end, thanks to our broad-based employee ownership structure, we strive for an environment where everyone wins; we aim to align with our Before joining William Blair, Jackie was an investment specialist in J. She originally joined William Blair’s investment banking team in 2017. Mar 21, 2024 · William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. Reviews from William Blair & Company employees about Pay & Benefits Madison joined William Blair in 2019 as part of Investment Management in London working with clients internationally. Search open Investment Banking Jobs at William Blair now and start preparing for your job interview by Dec 6, 2021 · William Blair’s investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Wiser’s Canadian Whisky. Kelly Allison, CFA, is responsible for consultant relations and business development for William Blair Investment Management. Tuition reimbursement is not available to assistants. Does William Blair hire foreign nationals and sponsor work visas? Investment Banking will consider candidates who may require sponsorship; however, requirements vary by role, therefore, reference the job description or connect with the recruiter during the recruiting process to determine eligibility. S. +1 312 801 7782. The Working Mother list recognizes the top 500 mothers working in wealth management across the country today with a child 21 or younger still living at home William Blair & Company is privately held employee-owned financial services firm that provides investment banking, equity research, brokerage, asset management and private capital services. 5 rating for career opportunities. The firm also was recognized as a best financial service organization. It's still investment banking and the hours are long and the demands are there - but the people help you get through it. 1,850+. From my understanding, the top three banks are , HW, and Blair, and if you have an offer from any of those three you can't go wrong Ken Langston. Wiser’s 18 year old Whisky quality seal. Reputation: in terms of middle market banking the reputation is good. Mar 21, 2024 · We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. Once you retire, you need to look at financial management in a whole new light. Morgan’s Private Bank, and before that she was president and COO of Trees Investment Counsel. I will do my best to support my colleagues when they need help. William Blair's Investment Banking Group Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. They have good benefits and a lot of great people that work there. About Kelly. hippiehappymonkey. In 2022, William Blair and employees contributed over $9MM ON THE GROUND WITH WILLIAM BLAIR ANALYSTS. L. May 27, 2021 · Thursday, May 27, 2021. Wisk. William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. Mar 31, 2024 · William Blair is committed to building enduring relationships with our clients. Before entering the wealth management sector, Jackie was an equity research analyst at Thomas Weisel Partners and was a corporate finance analyst at Montgomery Securities, both May 22, 2024 · Wednesday, May 29, 2024. Locations. He was responsible for generating equity investment ideas consistent with William Blair’s quality growth philosophy, focusing on technology, business services, industrial, and financial service companies. Pros. They need to make more changes to be in line with other companies regarding diversity in upper management and throughout the culture at William Blair. Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate. Where’s My Delivery. ESG CASE STUDY: FOOD AND STAPLES RETAILER. and Europe entering their final year of school with potential full-time opportunities upon graduation. Preparing future generations to be good stewards of wealth and active participants in May 27, 2024 · May 27, 2024. All. He has experience working with students from K-12 in the public school setting and has a passion for student success. For non-U. Average William BlairSalary. Cons. William Blair analysts have the opportunity to harness their potential by being part of a culture of collaboration and accountability that offers compelling May 8, 2024 · William Blair is committed to building enduring relationships with our clients. Laura Coy is responsible for overseeing William Blair’s philanthropy strategy and environmental, social, and governance (ESG) integration. William Blair & Company, L. At William Blair, we have created a collaborative environment that seeks to ensure the best investment ideas consistently rise to the top. Before Magnetar, Arjun was a senior associate at KPMG working with companies in the technology, media, and telecommunications sector. May 22, 2024 · Wednesday, May 29, 2024. May 20, 2024 · The idea of a 50-year-old woman in a bright orange, inflatable kayak was seen as a joke by some people. Warm Global Investing Banking for with pleasant people. Download this report. Learn about William Blair & Company culture, salaries, benefits, work-life balance, management, job security, and more. I know that Blair pays 70 + 10, but am not sure about bonus. William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Jim Conniff as a managing director in the firm’s investment banking group. Scored 100% on the 2021 Corporate Equality Index for LGBTQ workplace policies and Mar 21, 2024 · William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. Dec 11, 2023 · William Blair Investment Management has been named a 2023 Best Place to Work in Money Management by Pensions & Investments (P&I). Our investment teams are solely focused on active John Cultra spent his first ten years at William Blair as a research analyst. Learn more about our focus strategies below: Christina Bresani is a managing director and head of Corporate Advisory for William Blair based in the firm’s New York office. Consistency and continuity in leadership is a hallmark of our firm. No longer is the goal just earning and saving money and increasing your net worth—it is now about generating income (“paying yourself”) from the assets you have Jan 17, 2022 · Long Tradition Serving Communities. As part of this transition, it is expected that members of the current William Blair Small Cap Value team will remain with the firm for a period to assist with the transition to ICM. [1] With more than 100 years of combined investment experience, The Hill Investment Group of William Blair has helped guide clients through a wide range of market and economic cycles. Follow. 6 stars). Kelly rejoined William Blair in 2018 after working as a director of consultant relations at Northern Trust Asset Management. 2 out of 5 stars. Tom is a member of William Blair’s PWM model portfolio committee after serving as its chair for more than twelve years. He is dedicated to working collaboratively with advisors in the areas of investment policy, asset allocation strategy, manager selection, portfolio construction, and implementation. World Cinema. Why Choose William Blair? Love Where You Work. Trust is paramount. Our team approach gives us breadth and depth. 10-week (undergrads) / 12-week (graduate students) summer internship program designed to promote technology careers among young women and will provide a unique opportunity to explore areas of statistical analysis, machine learning, deep learning, data science, data visualization, and data engineering to support mission critical business use cases. Wiser’s 10 year old Whisky quality Seal. Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. Jamil Ali is a managing director for William Blair’s Corporate Advisory group. 6 rating for diversity and inclusion, 4. William Blair Investment Management employs disciplined, analytical, research processes across a wide range of strategies, including U. William Blair does Working at William Blair & Company LLC: 2 Reviews. William Blair is committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. equity and non-U. Really great culture and people at the firm. Before joining the securities industry, Tom practiced as a certified public accountant with KPMG Peat Marwick. In addition, insights gathered on these trips help inform our investment decisions across our portfolios. Before joining William Blair, he was an analyst in the fixed-income group at Magnetar Capital, a multi-strategy asset manager in the Chicago area. This is also the seventh year the Tribune has compiled its list of the 100 best places to work in the Chicago area. She had never kayaked in cold waters before, so it was a significant challenge. View profile. He was also responsible for the ongoing research of these Joshua Walshe leads traditional manager research and due diligence for William Blair’s Consulting Services team. This is based on 358 anonymously submitted reviews on Glassdoor. ” Jun 4, 2024 · William Blair earned a 2024 New York City Top Workplace award on June 13. In seeking to identify the drivers of that rating, we found that the largest element was social impact, primarily in terms of food safety. Research trips are an integral component of our active, fundamental investment process and part of our commitment to staying informed around the globe. William Blair was named a “Best Mid-Sized Company to Work For” in the UK in a Best Companies’ survey released on May 21. Winter Brew. Hope Funds for Cancer Research Apr 10, 2024 · At William Blair, we support and work in partnership with leading diverse professional organizations to foster greater inclusion in the financial services sector. This the third time McMullan was recognized and the first time Chenevey, Mercurio and Moss were honored. Based in the firm’s Chicago office, Conniff joins the industrial growth . One global food and staples retailer had generated strong corporate performance over the past 20 years, but received the lowest possible third-party ESG rating. William Blair employees in the top 10 percent can make over $169,000 per year, while William Blair employees at the bottom 10 percent earn less than $54,000 per year. The listing, published in the December 14 issue of P&I, was based on employee surveys and an employer questionnaire. Partner, National Sales Director, Private Wealth Management. This is an average score with the overall rating of William Blair employees being 4. William Blair is a certified Professional School Counselor currently working with the Gwinnett County Public School System. Jamil leads public company coverage and execution for businesses positioned within the industrials and consumer & retail sectors. The magazine began compiling the list in 2012 to recognize the best employers in the money management industry, and this year marks the 11th time William Blair Investment Management has been honored. Oct 12, 2021 · Working Mother magazine named William Blair’s Jill Arkwright Harvey, Carlette McMullan, Sarah Mercurio, and Jackie Moss to its 2021 Top Wealth Advisor Moms list released October 12. William Blair's track record as a steward is mixed, leading to an Average Parent Pillar rating. Working closely with the client’s tax and legal advisors, we manage tax-efficient charitable vehicles such as private foundations, charitable trusts, and donor-advised funds. Sep 29, 2020 · Working Mother magazine named William Blair's Kim Tyson Chenevey, Carlette McMullan, Sarah Mercurio, and Jackie Moss to its 2020 Top Wealth Advisor Moms list released on September 29. William Blair is one of the best places to work in Chicago. This rating has decreased by -25% in the past 12 months. With industry experts as your colleagues and mentors to support your careers goals, we invest in our people, and we trust our investments. As one of the last true global partnerships in the industry, William Blair combines the world-class investment resources of a global leader and the high-touch service, stability, and culture of an independent boutique. We bring different perspectives, levels of experience, and energy to our clients. William Blair initiated research coverage of Tenaya May 8, 2024 · William Blair is committed to building enduring relationships with our clients. William Blair acted as the exclusive financial advisor to LumApps, a portfolio company of Eurazeo, Goldman Sachs Growth, Bpifrance, and IRIS Capital Group in connection with its pending strategic investment from Bridgepoint Group in a deal valued at $650 million. His father, Edward Tyler Blair, was the son of William Blair, [2] who founded the first wholesale hardware house in Chicago. As the firm has grown through the decades, the Community Partners program, organized in 2011, has become a way to empower employees and expand targeted financial resources to make a larger community impact worldwide. GroupDesignation. He has a Masters in School Counseling from Clark Atlanta University. Prior to joining William Blair in 2013, Brian worked for Apr 24, 2023 · Cash-Flow Planning for Retirement. P&I Best Places to Work in Money Management 2020. Then, at 60, she decided to quit her job to explore the coast of British Colombia and Alaska. Our 9-week program is intended for those entering their final year of undergraduate study. equity, fixed income, multi-asset, and alternatives. William Blair has a long tradition of serving its communities, beginning with its founding 87 years ago in Chicago. William Blair. Even with an average pillar rating, William Blair has had impressive longevity among William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. was founded in 1935. Since the firm’s founding in 1935, William Blair & Company has had six CEOs or managing partners, three of whom continue to work at the firm. Start your career in Investment Banking. I also know that being successful at William Blair requires teamwork. ” 4. Monday, April 24, 2023. Jun 4, 2024 · Stay up-to-date with the latest William Blair news and insights. Private Company Spotlight: GrayMatter. Thank you for taking the time to post a review. We appreciate you taking the time to post a response and wish you all the best in your career at William Blair. 40 MB / Sep 25, 2019. C. The survey conducted by Best Companies, an employee engagement consultancy, measures workplace engagement across several Reviews from William Blair & Company employees in Chicago, IL about Work-Life Balance Work wellbeing score is 75 out of 100. We are a longtime best-in-class firm with a supportive, collegial culture. Christina Bresani is a managing director and head of Corporate Advisory for William Blair based in the firm’s New York office. Dec 14, 2020 · William Blair was listed among investment management firms with 100 to 499 employees. Laura works as a trusted advisor Oct 26, 2023 · 74% of Analyst employees at William Blair would recommend their employer to a friend. I work at Blair, so I’m not a speculating college student. Job Title. She is responsible for managing the firm’s community engagement initiatives, including William Blair’s employee gift-matching programs and volunteerism with local charities. Prior to William Blair, she worked for UBS. He has more than 18 years of experience advising companies on matters involving corporate strategy, mergers and acquisitions, business Mar 22, 2019 · William Blair is a financial services company based in Chicago's Loop. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices The Fix Team. 7 Pay & Benefits. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide. Building and maintaining long-term relationships with a focus on the consistent delivery of tailored investment solutions, we work with you and your family to help Reviews from William Blair & Company employees about working as an Administrative Assistant at William Blair & Company. Nov 11, 2016 · William Blair has been named to the Chicago Tribune’s 2016 top workplaces, marking the seventh straight year to receive the award. 2 out of 5 stars in 347 Glassdoor reviews. With only our clients' best interests in mind, we work to make sure their financial, charitable, and generational aspirations are attained. Josh previously held investment management roles At William Blair, portfolio management is a process. Dec 13, 2021 · Monday, December 13, 2021. I wouldn't be surprised if Blair paid above street. William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. qe se yl xi jk eq ya im wz yd