Denver, CO Columbine Street Office
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William Blair & Company L.L.C.
Enterprise
Firm-wide stats for William Blair & Company L.L.C.
About
William Blair’s Private Wealth Management division provides discretionary and non‑discretionary investment management, financial planning and wealth services to individuals (including high‑net‑worth clients), foundations, pension and corporate clients. The firm also sponsors a wrap fee program, supports platform and sub‑advisory arrangements, and distributes affiliated pooled products while operating as an SEC‑registered investment adviser and broker‑dealer.
The firm pursues active, research‑driven management across equities, fixed income and alternative strategies, offering proprietary home‑office models and model portfolios to advisory clients and to other registered investment advisers through a Non‑Discretionary Model Portfolio Program. PWM advisors may hire third‑party Sub‑Managers through platform providers or engage the affiliate William Blair Investment Management LLC (WBIM) as a sub‑adviser, and William Blair provides access to private funds and co‑investment opportunities via its MB Investments Program.
Notable features in the brochure include the firm’s scale — roughly $64 billion in reported AUM and a reported 322 advisors, implying approximately $200 million of AUM per advisor — and an in‑house MB Investments structure where clients must affirmatively elect participation and where an affiliate (the MB General Partner) performs valuation and may receive carried interest. The brochure also details integrated operational relationships with custodial/clearing and platform providers (including NFS) and affiliated product conduits (WBIM, affiliated mutual funds and private funds), which influence product access, allocation and certain fee and credit arrangements.
Based on William Blair & Company L.L.C.
Expertise
Based on William Blair & Company L.L.C.
Location
200 Columbine Street, Suite 260
Denver CO 80206
Advisors at this office
3
Advisors at this office
John W
CFP®, Series 63, Series 65
Denver, CO
William Blair
John Warren is a CFP® with 25 years of industry experience. He is currently with William Blair, joining the firm in 2023, and previously worked at Morgan Stanley and Citigroup Global Markets. 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 equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.
Cynthia R
Series 63, Series 66
Denver, CO
William Blair
Cynthia Rosendale is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. She is based in Denver, Colorado. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.
Mark W
Series 63, Series 65
Denver, CO
William Blair
Mark Warren is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and more than 24 years of industry experience. Prior to joining William Blair in 2023, he worked at Morgan Stanley in various roles from 2009 to 2023. 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 multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.
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