Barbara J. Cummings
Managing Director, Wealth Advisor
Ms. Cummings is a managing director and wealth advisor with William Blair’s Boston Wealth Management team. Her responsibilities include portfolio and wealth management for individuals and institutions, asset allocation and security selection, and research and economic analysis.
Before joining William Blair, Ms. Cummings was the director of fixed income and a portfolio manager at Boston Private Bank & Trust Company. She was a member of the firm's investment policy committee, asset allocation committee, and asset liability committee. Ms. Cummings managed the bank's portfolio and has managed both taxable and tax-exempt fixed-income mutual funds. Previously, Ms. Cummings worked at BankBoston, Shearson Lehman Brothers, and Boston Five Cents Savings Bank.
Ms. Cummings received an M.S. in finance from the Carroll School of Management at Boston College and a B.B.A. from the Isenberg School of Management at University of Massachusetts Amherst. Ms. Cummings is a member of the CFA Institute, the CFA Society of Boston, and the Boston Economic Club. She also serves as a trustee and vice chair of the board for the New England Home for the Deaf.
Professional Recognition and Awards
- Forbes America's Top Women Wealth Advisors Best-in-State 2022, 2023 1
1 Forbes America's Top Women Wealth Advisors Best-in-State; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.