Michele McMahon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Michele is involved as a referee for youth basketball and volleyball games with the Catholic Youth Organization and operates a scoreboard at University of San Francisco athletic events. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Daniel Furhman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, he worked at Wells Fargo Advisors LLC for nine years. 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 multiple asset classes and offers proprietary models along with access to private funds and co-investment opportunities.

Gary Garabedian is a financial advisor with William Blair and holds Series 63 and Series 65 licenses. He has 49 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has ownership interests in a transportation equipment sales business and a private investment partnership. William Blair’s Private Wealth Management division provides investment management and financial planning services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

John Cella is a financial advisor at William Blair with seven years of industry experience. He holds a Series 66 designation and previously worked at First Republic Securities Company and First Republic Investment Management. He has been with William Blair since 2023. 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 models and access to private funds and co-investment opportunities.

Lai Kwong is a financial advisor with William Blair, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. He is based in San Francisco, CA. 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 access to proprietary models, sub-advisory services, and private investment opportunities.

Laura Ward is a financial advisor at William Blair with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at First Republic in various capacities from 2005 to 2023 before joining William Blair. 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 multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Richard Mcdaniel is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He previously worked at First Republic Bank, Regions Bank, Walmart, the University of Southern Mississippi, and Wells Fargo Bank. 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.