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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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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Our Latest News

Monday, July 21, 2025

Ortholite Has Agreed to be Acquired by Coats Group plc

William Blair acted as the lead financial advisor to Ortholite, a portfolio company of Trilantic Capital Partners, in connection with its pending sale to Coats Group plc (LSE: COA) for an enterprise value of $770 million excluding value ascribed to tax attributes and a royalty agreement for recently introduced intellectual property that was yet to be commercialized in the market.
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Monday, July 14, 2025

William Blair Advises on 20 Public Capital Market Offerings Since Mid-May

William Blair’s Capital Markets team has successfully underwritten and advised on 20 equity/equity-linked offerings in the public market since mid-May.
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Wednesday, July 9, 2025

Wingstop Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Wingstop Inc. (WING $325.40), the world’s largest wings-focused chicken restaurant chain.
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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

Ortholite Has Agreed to be Acquired by Coats Group plc

William Blair Advises on 20 Public Capital Market Offerings Since Mid-May

Wingstop Inc.: Initiation of Research Coverage

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