May 03, 2016 12:26 PM ET

Capital Markets

Company Overview of William Blair & Company, L.L.C.

Company Overview

William Blair & Company, L.L.C. is an employee-owned financial services firm that offers investment banking, equity research, institutional and private brokerage, and asset management to individual, institutional, and issuing clients. The firm’s services include portfolio management, sales and trading, investment banking services, mutual funds, and venture capital financing. In addition, William Blair & Company, L.L.C. also makes private equity investments through its investment arm William Blair Capital Partners. The company was founded in 1935 and is based in Chicago, Illinois with additional offices in London, United Kingdom; San Francisco, California; Tokyo, Japan; Vaduz, Liechtenstein; ...

222 West Adams Street

Chicago, IL 60606

United States

Founded in 1935

Phone:

312-236-1600

Fax:

312-368-9418

Key Executives for William Blair & Company, L.L.C.

Chief Executive Officer, President and Member of Executive Committee
Chief Financial Officer
Age: 48
Director of Operations
Managing Director and Head of Equity Capital Markets, Corporate Finance & Commitment Committee
Head of Market Development and Managing Director
Compensation as of Fiscal Year 2015.

William Blair & Company, L.L.C. Key Developments

William Blair & Co. Opens Cincinnati Office

William Blair & Co. has opened a Greater Cincinnati office to pull in some of the business of managing bond offering and advising on financial matters for cities, counties, school districts, utilities and other public entities.

William Blair Opens Ohio Offices; Announces Executive Appointments

William Blair announced that it has continued its strategic expansion of its public finance investment banking business by hiring Ohio municipal banking team headed by Andrew Brossart, managing director. Mr. Brossart, along with Heather Arling, vice president, and Laura Hennessey, analyst, will work from the Cincinnati office. David Tiggett joins as a director and will work from the firm’s Columbus office. The team, with nearly six decades of combined experience, will focus on providing sophisticated financing solutions tostate and local municipal issuers in Ohio. In addition to the Ohio team, the company recently added three vice presidents—John Healey in Hartford, Connecticut, Justin Rodriguez in San Antonio, and Liberty Ziegahn in Chicago.

William Blair Expands Private Wealth Management in Atlanta

William Blair announced the addition of four vice presidents as financial advisors in Atlanta. The team of Kim Chenevey, Joel Dobbs, Craig Savage, and Andy Thompson, along with service associates Robert Castaneda and Sarah Lundquist, join the firm’s Private Wealth Management Group. The Atlanta team joins William Blair from Credit Suisse, where the team collectively managed more than $1.6 billion in client assets. The team serves high-net-worth individuals and their families, business owners, foundations, and endowments.

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