The Working Mother list recognizes the top 500 mothers working in wealth management across the country today with a child 21 or younger still living at home. Rankings are based on a variety of factors including industry experience, best practices, assets under management, and client retention. The four advisors have an average tenure of 29 years in financial services and 15 years at William Blair.
McMullan, Mercurio, and Moss have been recognized in past years and this is the first time Harvey was honored.
“Jill, Carlette, Sarah, Jackie, and their teams exemplify the financial knowledge and service William Blair provides clients nationwide,” said Ryan DeVore, William Blair’s global head of private wealth management. “It is an honor to work alongside these talented advisors. Their empathy, intuitiveness, and investment skills are a hallmark of the firm’s advisory service.”
Harvey, McMullan, Mercurio, Moss, and their teams serve high-net-worth individuals and families, organizations, and foundations to achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.
William Blair has expanded its wealth management group in recent years, adding eight offices across the country outside of Chicago headquarters. McMullan, Mercurio, and Moss are based in Chicago. Harvey is based in New York City.
Download the Working Mother Top Wealth Advisor Moms 2021 PDF to see the entire list.