William Blair & Company

Boston Wealth Management

Financial Advisor Team

At William Blair, we build portfolios by building relationships with our clients. Through ongoing dialogue, we provide customized wealth management solutions built on investment expertise and an unwavering focus on your evolving needs.

Boston Wealth Management consists of:

Barbara Cummings, Vice President, Financial Advisor, +1 617 235 7556, bcummings@williamblair.com, vCard

Robert Kjellman, Vice President, Financial Advisor, +1 617 235 7553, rkjellman@williamblair.com, vCard

C.J. Young, Vice President, Financial Advisor, +1 617 235 7551, cjyoung@williamblair.com, vCard

Karen Eames, Investment Resource Associate, +1 617 235 7557, keames@williamblair.com, vCard

Gillian Koch, Registered Portfolio Associate, CFP®, +1 617 235 7520, gkoch@williamblair.com, vCard