Stephen Sheldon, CFA, CPA, partner, who joined William Blair in September 2011, is a vertical technology analyst focused on the real estate, education, and restaurant/hospitality verticals. In 2018, Institutional Investor named Stephen a Rising Star for the All-America Research Team. Before 2018, Stephen spent more than six years as an associate covering companies in the HR technology, information services, and staffing industries. Stephen graduated with a B.S. in accounting and business administration from the University of Kansas and a Master in Professional Accounting degree from the University of Texas.
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.