In addition, the Cultra Wealth Management Group, the 1935 Wealth Management Team led by Wilson, and Savage Wealth Advisors were each named a Top 100 Private Wealth Management Team. The Cultra and Wilson teams are based in Chicago and the Savage group is based in Atlanta.
The advisors and their teams serve high-net-worth individuals and families, foundations, and endowments on investing and wealth planning.
“These national awards recognize the outstanding advisory services and investment expertise our colleagues provide William Blair clients,” said Ryan DeVore, global head of William Blair Private Wealth Management. “We are proud they have been honored as top in America, and their professionalism is a hallmark of William Blair advisors.”
Cultra and Wilson have been honored the past several years as top advisors in America by Barron’s. This is the first year Jesanis and Lane were named. All are partners of the firm with an average tenure of more than 20 years of experience at William Blair.
This is the third straight year the Cultra team made the top advisory list and the first year the Savage and Wilson teams were honored.
The rankings draw on data that includes the volume of assets overseen by the advisors and quality of the advisors’ practices.