Adam O'Connor
CFP®, Senior Regional Director
About Adam
Adam O'Connor, CFP®, is a senior regional director with the William Blair Advisor Solutions Group. Before joining William Blair, he was a senior vice president at F-Squared Investments, covering the Midwest wirehouse and RIA channels. Earlier in his career, he was a regional director at Gannett, Welsh, & Kotler, covering the wirehouse and RIA channels. He received a B.A. in economics from Bates College.
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About William Blair
William Blair is a premier global boutique 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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.