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February 13, 2016 10:56 AM 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 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.

William Blair Appoints Lawrence D. Gilbert as a Vice President and Financial Advisor in its Chicago Office

William Blair announced the addition of Lawrence D. Gilbert as a vice president and financial advisor in the firm’s Chicago office. Mr. Gilbert, a veteran financial advisor, focuses on business owners, high-net-worth families, and private foundations. Mr. Gilbert has more than 24 years in financial services and joins William Blair from Credit Suisse, where he was a director in its Private Bank.

Vision Group Holdings Retains William Blair & Co. for Sale Process

Vision Group Holdings has retained William Blair & Co. for a sale of the company. The auction for the Audax Group and Charlesbank-backed vision company is currently in its second phase.

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