About Alexei

Alexei Lee is a relationship advisor associate in William Blair’s Private Wealth Management group where he serves high-net-worth individuals and their families. Prior to joining William Blair, he was a research analyst with Wall Street Access where he assisted in portfolio management and operational duties. Lee graduated cum laude from Stony Brook University with a B.A. in economics and minor in business administration.

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.*

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Year William Blair was founded

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Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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