Allen Abney is a financial advisor at William Blair with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of his advisory role, he is a director of a family partnership involved in real estate and oil and gas investments. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Benjamin Meyer is a CFP®-certified financial advisor at William Blair with two years of industry experience. He has worked at several firms including UBS, Stifel, and Ameriprise Financial Services. 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 utilizes an active, research-driven approach across multiple asset classes and provides proprietary models as well as access to private funds and co-investment opportunities.

Jeannette Maddox is a financial advisor at William Blair with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and Morgan Stanley. 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 management approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Ryan Berube is a CFP® professional with 21 years of experience in financial services. He is currently with William Blair and has previously worked at UBS Financial Services, Credit Suisse Securities, and Quest Capital Management. Berube serves on the board of the Southwest Chapter of the US Olympians & Paralympians Association, where he is involved in grant decisions and fundraising. 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 utilizes a research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.