William Blair Expands Private Wealth Management in Atlanta

CHICAGO & ATLANTA--(BUSINESS WIRE)-- William Blair, a global investment banking and asset management firm, today 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 has a long history of serving individual and institutional clients in the Southeast through our asset management and investment banking businesses. Now, we are pleased to open our Atlanta office with the addition of a highly experienced private wealth management team,” said John R. Ettelson, William Blair’s president and chief executive officer.

“We continue to expand with the right people in the right markets,” said Ryan DeVore, William Blair’s head of Private Client Advisors. “The Atlanta team shares our focus on investment excellence, as well as our commitment to integrity and client success. The team is a reflection of the high-caliber talent that we offer clients.”

“William Blair’s independent, partnership culture is an excellent fit for us,” said Craig Savage on behalf of the team. “We see their investment in a leading-edge technology platform as a tremendous resource to clients. William Blair is a highly regarded firm and we look forward to expanding our presence in the Southeast.”

William Blair recently announced the addition of Lawrence D. Gilbert as a vice president and financial advisor to the Chicago office, and before that added the team of Barbara J. Cummings, Robert H. Kjellman, and Carl J. (C.J.) Young, along with investment resource associate Karen M. Eames and sales assistant Gillian Koch, to the Boston office.

William Blair is increasingly known for its prominence in the asset management business, with a global footprint of more than $72 billion as of September 30, 2015. The firm also has been a well-respected provider of private wealth management services for more than 80 years, and was recently recognized as one of the top 40 wealth management firms by Barron’s¹. The firm works with affluent private investors, families, and entrepreneurs to provide innovative and sophisticated wealth management solutions. With more than $16.7 billion in private wealth assets as of September 30, 2015, the firm’s advisors deliver both the resources of a large, full-service firm and the hands-on approach of a sophisticated boutique.

About William Blair

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with offices in 19 cities across five continents. For more information, please visit williamblair.com.

1. Barron’s, “2015 America’s Top 40 Wealth Management Firms,” 9/28/15. Ranked by assets under management in accounts of $5 million or more as of 3/31/2015.

THIS IS NOT IN ANY SENSE A SOLICITATION OR OFFER OF THE PURCHASE OR SALE OF SECURITIES. THE FACTUAL STATEMENTS HEREIN HAVE BEEN TAKEN FROM SOURCES WE BELIEVE TO BE RELIABLE, BUT SUCH STATEMENTS ARE MADE WITHOUT ANY REPRESENTATION AS TO ACCURACY OR COMPLETENESS OR OTHERWISE. OPINIONS EXPRESSED ARE OUR OWN UNLESS OTHERWISE STATED.

THIS MATERIAL HAS BEEN APPROVED FOR DISTRIBUTION IN THE UNITED KINGDOM BY WILLIAM BLAIR INTERNATIONAL, LIMITED, REGULATED BY THE FINANCIAL CONDUCT AUTHORITY (FCA), AND IS DIRECTED ONLY AT, AND IS ONLY MADE AVAILABLE TO, PERSONS FALLING WITHIN COB 3.5 AND 3.6 OF THE FCA HANDBOOK (BEING “ELIGIBLE COUNTERPARTIES” AND “PROFESSIONAL CLIENTS”). THIS DOCUMENT IS NOT TO BE DISTRIBUTED OR PASSED ON TO ANY “RETAIL CLIENTS.” NO PERSONS OTHER THAN PERSONS TO WHOM THIS DOCUMENT IS DIRECTED SHOULD RELY ON IT OR ITS CONTENTS OR USE IT AS THE BASIS TO MAKE AN INVESTMENT DECISION. “William Blair” and “R*Docs” are registered trademarks of William Blair & Company, L.L.C. Copyright 2016, William Blair & Company, L.L.C. All rights reserved.

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William Blair & Company
Tony Zimmer, 312-364-8611
[email protected]

Source: William Blair

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