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The Jefferis Abdo Group

 
William Blair Private Wealth Management

Jefferis Abdo Team
  • Steven Jefferis

    Steven Jefferis

    Managing Director, Wealth Advisor

    +1 312 801 7877
    View profile
  • Albert Abdo III

    Albert Abdo III

    Vice President, Wealth Advisor

    +1 239 518 4672
    View profile
  • Julie Jefferis Abdo

    Julie Jefferis Abdo

    Vice President, Wealth Advisor

    +1 239 518 4673
    View profile
  • Beth Anthony

    Beth Anthony

    Senior Associate II, Client Relations

    +1 312 801 7883
    View profile
  • Michael Becker

    Michael Becker

    Associate, Client Relations

    +1 312 364 8492
    View profile

Thinking Logo | William Blair logo

Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.

Go to William Blair Thinking
Compass

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 30 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,950+

    Employees worldwide

  • 154 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 650+

    Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

  • Wednesday, January 14, 2026

    2026 Wealth Planning and Philanthropy Strategies

    As we kick off 2026, now is the time to review your financial strategy and position yourself for success in the year ahead.

    Read more
  • Game pieces on a board
    Friday, January 30, 2026

    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.

    Read more
  • Wednesday, September 24, 2025

    Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

    As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.

    Read more
See more thought leadership

Our Latest News

  • Thursday, April 30, 2026

    Broadtree Partners Raises Multi-Asset Continuation Fund

    William Blair acted as exclusive financial advisor to Broadtree Partners, LLC in connection with its successful closing of a multi-asset continuation fund with approximately $240 million of total commitments.

    Read more
  • Wednesday, April 29, 2026

    Aktis Oncology, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Aktis Oncology, Inc. (AKTS $18.60), a clinical-stage radiopharmaceuticals company that is focused on the actinium-225 payload.

    Read more
  • Tuesday, April 28, 2026

    William Blair Initiates Coverage of Three Largest Healthcare Distributors

    William Blair initiated research coverage of McKesson Corporation (MCK $828.11), Cencora, Inc. (COR $308.19), and Cardinal Health, Inc. (CAH $199.85), the three largest healthcare distributors.

    Read more
See more news

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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