Mike Wertz

Michael Wertz

Partner, Investment Counselor, CFA
+1 312 364 5323
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Michael Wertz is an investment counselor in William Blair’s Investment Counseling group where he manages investment portfolios for high-net-worth individuals, trusts, endowments, and foundations. Michael is responsible for developing asset allocation, risk management, and tax management strategies to address unique client circumstances and needs.

Prior to William Blair, Michael was a senior portfolio manager and vice president at North Trust Bank and U.S. Bank.

Michael is a member of the CFA Institute and CFA Society of Chicago.

Michael received his undergraduate degree from the University of Iowa.

Learn more about the Cultra, Wertz, McKinley and Mercurio Team