1935 Wealth Management Team

William Blair Private Wealth Management

Wealth management is a process, not a product. We engage with our clients in conversation to gain a thorough understanding of their objectives, resources, risk tolerance, and time frame. Our team's focus is on creating wealth management strategies that are responsive to evolving market conditions and changes in our clients' lives.

Professional Recognition and Awards

Barron's Top Private Wealth Management Teams 2021, 2023, 2024, 2025¹
Forbes Best-in-State Wealth Management Teams 2023, 2024²
Forbes America's Top Wealth Management Teams 2023, 2024²

¹The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

² The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Tom Wilson

Partner, Wealth Advisor

+1 312 364 8855

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Dick Gottfred

Partner, Wealth Advisor

+1 312 364 8732

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Lindsey Holton

Partner, Wealth Advisor

+1 312 364 5151

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Laura-Min Proctor

Partner, Wealth Advisor

+1 312 364 8073

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Ray Lombardi

Vice President, Wealth Advisor

+1 312 364 8858

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Manny Hodzic

Vice President, Wealth Advisor

+1 312 364 8274

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Kevin Eifert

Investment Associate

+1 312 801 7891

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Francine Foley

Senior Client Relationship Associate

+1 312 364 8734

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Christine Gentile

Senior Client Relationship Associate

+1 312 364 8941

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Mirjana Nikolic

Senior Client Relationship Associate

+1 312 364 8628

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Sarah Hayes

Investment Associate

+1 312 364 8431

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Jennifer Traina

Business Manager

+1 312 801 7708

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Kevin Donahue

Client Relationship Associate

+1 312 801 7754

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Maggie Miller

Client Relationship Associate

+1 312 364 5260

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PWM Professional Resources

Laura Coy

Partner, Head of Philanthropy and Sustainability

+1 312 364 8037

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Tyler Glover

Partner, Managing Director, Private Wealth Management Consulting Services

+1 312 364 8654

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Archie Kantzavelos

Senior Vice President, Wealth Strategy

+1 312 364 5045

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About William Blair

William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

1935

Year William Blair was founded
1,900+

Employees worldwide
139 billion+

Client assets
90 Years

Independent and employee-owned
20+

Offices worldwide
~650

Companies under coverage

As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

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Wednesday, April 2, 2025

Thinking Strategically About Charitable Giving

Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
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Thursday, February 27, 2025

Qualified Charitable Distributions from an IRA

IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.
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Our Latest News

Friday, June 27, 2025

James Hardie Industries plc: Initiation of Research Coverage

William Blair initiated research coverage of James Hardie Industries plc (JHX $25.77), the No. 1 global manufacturer of high-performance fiber cement siding and cement backer boards used primarily in residential markets.
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Friday, June 27, 2025

AVI-SPL Has Agreed to Be Acquired by 26North Partners

William Blair acted as financial advisor to AVI-SPL, a portfolio company of Marlin Equity Partners (Marlin), in connection with its pending sale to 26North Partners (26North).
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Wednesday, June 25, 2025

ProfitSolv Has Received a Significant Strategic Investment Co-Led by FTV Capital and Existing Investor Lightyear Capital

William Blair acted as financial advisor to ProfitSolv, a portfolio company of Lightyear Capital, in connection with their significant strategic investment co-led by FTV Capital and existing investor Lightyear Capital.
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See more news

Tom Wilson

Dick Gottfred

Lindsey Holton

Laura-Min Proctor

Ray Lombardi

Manny Hodzic

Kevin Eifert

Francine Foley

Christine Gentile

Mirjana Nikolic

Sarah Hayes

Jennifer Traina

Kevin Donahue

Maggie Miller

Laura Coy

Tyler Glover

Archie Kantzavelos

College Was Awesome. Now What?

Thinking Strategically About Charitable Giving

Qualified Charitable Distributions from an IRA

James Hardie Industries plc: Initiation of Research Coverage

AVI-SPL Has Agreed to Be Acquired by 26North Partners

ProfitSolv Has Received a Significant Strategic Investment Co-Led by FTV Capital and Existing Investor Lightyear Capital

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