William Blair’s Matt Clark, David Dreifuss, Andrew Feichter, and Andrew Sims were recognized as the industry’s top young wealth advisors by Financial Planning magazine, making its top 40 under 40 regional list released on February 1.
This elite group of next-generation advisors represent the top advisors at wirehouses and regional firms who were under 40 on December 31, 2022. All four William Blair advisors ranked in the top tier, with Feichter topping the regional list.
Clark and Feichter also made the top 40 under 40 national list.
This was the first time Clark, who is based in William Blair’s Baltimore office, was ranked in both the regional and national lists. Dreifuss, Feichter, and Sims, all from Chicago, have made the regional list in previous years. This is the second year Feichter made the national list.
“We are proud to have these dedicated next-generation advisors on the William Blair team and honored to see them recognized for their work,” said Ryan DeVore, global head of William Blair Private Wealth Management. “They are continuing William Blair’s decades-long legacy of delivering integrated wealth planning and customized investment strategies for clients, steadfastly focused on clients’ needs.”
Clark, Dreifuss, Feichter, Sims, and their teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.
Financial Planning 2023 Top 40 Advisors Under 40 Regional Rankings
Financial Planning 2023 Top 40 Advisors Under 40 National Rankings