Philip J. Rauch
Philip Rauch is a senior director with William Blair’s Private Wealth Management group. He works primarily with high-net-worth private clients and their families, business owners, entrepreneurs, and family offices and assists them in determining their investment objectives, financial needs, and appropriate asset allocation. To implement an individual plan, Philip constructs and manages a portfolio of individual securities and uses William Blair’s proprietary research and open-architecture platform for selected money managers and mutual funds where appropriate. In addition, he has extensive experience in providing multi-generational estate and legacy planning strategies to clients with highly complex situations. Before joining William Blair, Philip was a partner with Brown Advisory Securities, LLC and a senior vice president at Morgan Stanley.
Philip is a member of the Board of Trustees, Wesleyan University; a director of the Rauch Foundation; a member, President’s Advisory Council, Chesapeake Bay Foundation; and a board member, Baltimore Center Stage.
He received a B.A. from Wesleyan University and an M.B.A. from Harvard Business School.
Professional Recognition and Awards
Barron’s Top State-by-State Advisors in America, 2021, 20221
1 The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.
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 December 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.