Forty William Blair wealth advisors have been named to Forbes’ best-in-state list, released on April 7.
Representing the firm’s offices in California, Connecticut, Georgia, Illinois, Maryland, Massachusetts, and New York, those recognized include:
- Perry Steele Bacon (Baltimore)
- David Brown (Chicago)
- Edward (Buz) Chandler (Chicago)
- Kim Chenevey (Atlanta)
- John Cimaroli (Chicago)
- Matthew Clark (Baltimore)
- Tony Cogan (Chicago)
- Barbara Cummings (Boston)
- John Cutler (Chicago)
- David Dreifuss (Chicago)
- Edward Dunphy (Chicago)
- Bill Escamilla (Chicago)
- Daniel Furhman (San Francisco)
- Larry Gilbert (Chicago)
- Jeff Golden (Chicago)
- Dan Grant (Chicago)
- Jim Hamman (Chicago)
- Jill Harvey (New York City)
- Tony Hoban (Chicago)
- Manny Hodzic (Chicago)
- Lindsey Holton (Chicago)
- Robert Hopkins (Maryland)
- Steve Jesanis (Chicago)
- Louise Lane (Chicago)
- Laura Linger (Chicago)
- Brian Marshall (Chicago)
- Tom Marx (Chicago)
- Cam McKinney (Chicago)
- Sarah Mercurio (Chicago)
- Jackie Moss (Chicago)
- Dave Port (Chicago)
- Greg Pusinelli (Chicago)
- Patrick Rule (Chicago)
- Craig Savage (Atlanta)
- Alex Scull (Stamford)
- Michael Sirvinskas (Chicago)
- Laura Ward (San Francisco)
- Mitchell Whiteman (Baltimore)
- Tom Wilson (Chicago)
- C.J. Young (Boston)
Cimaroli and McKinney were also named to Forbes’ top wealth advisors list, which highlights the nation’s leading wealth advisors.
“This continued recognition reflects the strength of our advice, the trust our clients place in us, and the breadth of our expertise across markets,” said Ryan DeVore, William Blair’s head of Private Wealth Management. "We're thrilled to see that momentum continue year over year.”
The Forbes best-in-state and top wealth advisor rankings are based on various criteria such as revenue trends, assets under management, and industry experience.
William Blair’s advisors and their teams work closely with individuals, families, organizations, and foundations to help achieve long-term investment objectives, support multigenerational wealth planning, and advance philanthropic goals.