Dave Port

David Port

Partner, Wealth Advisor
+1 312 364 8622
E-mail vCard

David Port is a wealth advisor in William Blair's Private Wealth Management group where he offers comprehensive asset management, financial planning, and wealth management services to his clients.

Prior to William Blair, he worked at a leading investment bank. In 2007, On Wall Street named David to its second annual list of "Top 40 Advisors Under 40."

David received his B.A. in economics from UCLA. He lives in Highland Park with his wife, two sons and daughter.

Learn more about The Lane, Hamman, Port, and Duff Team

‡ In compiling the list, On Wall Street asked the reps’ companies to identify who, under 40, had the most assets under management. For the most part, the reps chosen were the largest asset gatherers at each of the five wirehouses and 10 biggest regional broker-dealers. To be considered, reps needed to be free of compliance problems within the past five years, and offer comprehensive financial planning and wealth management services. Finally, if the advisor was on a team, his or her assets were calculated by the same percentage as his or her production split. Assets housed away from the firm were not included.