Annie Callahan
Investment Consultant
About Annie
Annie Callahan is an investment consultant with William Blair Custom HNW, where she is responsible for cultivating new and existing relationships with independent financial advisors. She works closely with advisors and end-clients to provide thoughtful investment analysis and objectives-based portfolio strategies that complement financial plans. Before William Blair, Annie worked in Institutional Equity Sales at Stephens Inc. She graduated with a degree in finance from Boston College.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 30 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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145 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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700+Companies under coverage
As of March 31, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.