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AssetMark Team

About Annie

Annie Callahan is a business development associate in William Blair Private Wealth Management, supporting the firm’s partnership with AssetMark, Inc. Annie cultivates new and existing client relationships and works closely with the broader Private Wealth Management team to support the firm’s high-net-worth clients.

Prior to William Blair, Annie worked in Institutional Equity Sales at Stephens Inc. She graduated with her 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 20 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 2,000+

    Employees worldwide

  • 145 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • 650+

    Companies under coverage

As of June 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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