William Blair’s Louise Lane and Carlette McMullan were named to the 2019 Forbes ranking of America’s top women wealth advisors.
The rankings were based on data provided by more than 10,500 top-performing advisors from across the country, evaluating assets under management, client service and retention, and revenues generated for the firms.
Both are partners of William Blair and have been serving the firm’s clients for an average tenure of 33 years.
Lane, McMullan, and their teams help high-net-worth individuals and families, organizations, and foundations achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities.
Earlier this year Lane and McMullan were named to the Forbes top state advisors list.