The Warren Group works with affluent families, business owners, and corporate executives. The group focuses on helping clients navigate personal and professional transitions, such as multigenerational planning, the sale of a business (pre- and post-liquidity event), and retirement. Services the team provides include asset allocation, portfolio construction, philanthropic planning, life insurance reviews, and estate and wealth transfer techniques. The Warren Group is well-equipped to customize William Blair’s global resources to accommodate the varying needs of its clients. The team comprises John Warren, Mark Warren, and Cindy Rosendale. They have worked together since 2014 and have nearly 70 years of combined experience in investing and financial services.

Professional Recognition and Awards

  • Forbes Best-in-State Wealth Management Teams 20261

1The 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.