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.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.