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The McMullan Team

 
William Blair Private Wealth Management

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  • Steve Fortner

    Steve Fortner

    Senior Client Relationship Associate

    +1 312 801 7739
    View profile

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

  • 2,000+

    Employees worldwide

  • 145 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • 650+

    Companies under coverage

As of June 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • Girl with a backpack on looking at a lake

    Estate Planning Documents for Your College-Age Children

    Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.

    Read more

  • One Big Beautiful Bill Act: What You Need to Know

    The One Big Beautiful Bill Act (OBBBA) marks a significant shift in the landscape of American tax policy. Learn the new rules under the OBBBA, along with the effective date of the changes.

    Read more

  • Managing Risk Through Life’s Milestones

    Five steps to ensuring your life insurance continues to serve your needs.

    Read more
See more thought leadership

Our Latest News

  • Via Transportation, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Via Transportation, Inc. (VIA $46.00), a leading vertical technology company focused on the state and local government transportation market through an AI-powered software and services platform.

    Read more

  • Black Rock Coffee Bar, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Black Rock Coffee Bar, Inc. (BRCB $22.76), a fast-growing restaurant brand offering a wide variety of customizable beverages, featuring espresso-based beverages and its proprietary line of Fuel energy drinks.

    Read more

  • Sheridan Capital Partners Has Acquired Currier Plastics

    William Blair acted as exclusive financial advisor to Sheridan Capital Partners in connection with its acquisition of Currier Plastics.

    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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