Anne Cusick is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000 and holds a Series 66 designation. Based in Chicago, IL, she provides investment and wealth management services through the firm. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Renee Gagliardo is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. Prior to joining William Blair in 2021, she worked in full-time education for sixteen years. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, supporting proprietary models and access to private funds through its MB Investments Program.

Jennifer Raketich is a financial advisor at William Blair with 11 years of industry experience. She holds a Series 66 credential and has worked at William Blair & Company since 2014. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Richard Gottfred is a financial advisor at William Blair with 55 years of industry experience. He has been with William Blair & Company L.L.C. since 1973. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models, private funds, and co-investment opportunities.

Michael Wertz is a financial advisor at William Blair with 17 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company LLC since 2008. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds and co-investment opportunities.

Noah Nardone is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2017, with additional experience at Granite Telecommunications and PCS Research Group. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Danielle Artz is a financial advisor at William Blair with Series 65 and Series 63 credentials and eight years of industry experience. She has worked at William Blair since 2021 and previously spent three years with Fisher Investments. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Alaina Anderson is a financial advisor at William Blair with 20 years of industry experience. She holds the Series 66 designation and has been with William Blair & Company since 2006. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Craig Savage is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2016. Outside of his advisory role, he is involved in managing Savage Holdings LLC, which holds his investment real estate and a privately owned aircraft. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

Patrick Gleason is a financial advisor with William Blair, holding a Series 66 designation and 12 years of industry experience. He has been with William Blair & Company since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Andrew Hansen is a financial advisor at William Blair with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with William Blair since 2017. Outside of his advisory role, Hansen serves as Chief Financial Officer for a short-term rental property entity. William Blair’s Private Wealth Management division offers investment management and wealth planning services to individuals, foundations, and corporate clients, employing an active, research-driven approach across multiple asset classes.

William Ryan is a financial advisor at William Blair with 31 years of industry experience. He has held positions at William Blair since 2018 and previously worked at J.P. Morgan Securities Inc. for 17 years. Ryan serves as a director of PACTT, a nonprofit organization focused on helping children and adults with autism. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary investment models, access to private funds, and co-investment opportunities.

Emmett Omalley is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2019. Prior to joining the firm, he worked at Indiana University and Park Ridge Country Club. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Clarence Darrow is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His prior work includes roles at Heartland Advisors, Inc., Marquette Associates, Madison Investments, UMB Fund Services, Alpha Investment Consulting Group, and Marquette University. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Kyle Dempsey is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for five years, as well as at FCI Advisors and Mariner Holdings. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Robyn Hulfeld is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses. She has 18 years of industry experience and has been with William Blair since 2010. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary model portfolios along with access to private funds and co-investment opportunities.

Stephen Bowen is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. He worked at Kalmar Investments from 2009 to 2017 before joining William Blair in 2018. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across asset classes and offers proprietary models and private fund access to its clients.

Cecilia Brunetti is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company since 2006. Outside of her advisory role, she serves as a training facilitator for Bonfire Women Inc., a women’s leadership training program. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients, employing an active, research-driven approach across multiple asset classes.

Bradford Miller is a Series 66-licensed financial advisor with William Blair in Chicago, IL, and has 13 years of industry experience. He has been with William Blair & Company since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios and access to private funds through its specialized programs.

Daniel Iannessa is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 66 registrations with 21 years of industry experience. He has been with William Blair & Company since 2005. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.