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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

  • 1,950+

    Employees worldwide

  • 150 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • 650+

    Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

  • 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
  • Game pieces on a board

    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
See more thought leadership

Our Latest News

  • William Blair Initiates Coverage of Five Companies in the Rare Earth Industry

    William Blair initiated research coverage of USA Rare Earth, Inc. (USAR $28.54), United States Antimony Corporation (UAMY $12.56), American Resources Corporation (AREC $4.25), NioCorp Developments Ltd. (NB $8.30), and Royalty Management Holding Corporation (RMCO $2.96).

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  • Climb Bio, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Climb Bio, Inc. (CLYM $1.88), which is developing high-impact medicines for patients living with autoimmune diseases, with the CD19 antibody budoprutug as its lead program.

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  • William Blair Initiates Coverage of Two Oil and Gas Companies

    William Blair initiated research coverage of Expand Energy Corporation (EXE $102.68) and EQT Corporation (EQT $53.66), two leading natural gas producers with operations concentrated in the Appalachian Basin.

    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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