Josh Walshe, William Blair’s manager of PWM Research and Consulting Services, was profiled in Citywire Pro Buyer, where he discussed everything from how he puts together a list of recommended funds for the more than 130 advisors on William Blair’s PWM team to his outlook on the addition of real estate investment opportunities as recommended strategies.
“How can we complement what they already have, reduce risk, and still provide decent levels of income, if not higher levels of income than Treasuries and corporate debt?” Walshe speculated during the interview.