About Tony

Tony, a wealth advisor in the Private Wealth Management group, joined William Blair in 2013. Supported by the firm’s equity research and wealth planning services, he, together with Loui Marver and Tom Marx, shares responsibility for research, financial planning, strategic asset allocation, and client service. Tony works with a number of William Blair’s ancillary services, including the firm’s open-architecture platform, which provides additional support and diversified investment opportunities to clients.

Tony graduated from Stanford University with a degree in economics. While attending Stanford, he played four years for the Cardinal baseball team, including two trips to the College World Series. He was drafted by the Kansas City Royals with whom he made his Major League debut in 2001 on opening day in Yankee Stadium against the defending World Series Champion Yankees. Tony’s professional playing career spanned 10 years, during which he played in the majors, the minors, and internationally in Puerto Rico and the Dominican Republic.

Before joining William Blair, Tony worked several years for a Chicago-based healthcare strategy company. There he worked with hospital leadership to conduct comprehensive reviews and develop hospital and healthcare system growth strategies. Tony’s educational background in economics combined with his work and life experience serve him well in supporting and servicing the team’s clients.

Tony lives in Glencoe with his wife, Laine, their son and two daughters, and their retriever. He serves as chairman of the board of the Scleroderma Foundation of Greater Chicago. Tony also works with fellow MLB alumni as a coach at local youth baseball clinics.

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.*

William Blair Emblem
1935

Year William Blair was founded

Icon of three people
+1,850

Employees worldwide

Dollar sign icon
+131 billion

Client assets

Handshake icon
87 Years

Independent and employee-owned

Globe icon
20+

Offices worldwide

Checklist icon
+700

Companies under coverage

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

More about William Blair affiliated entities

Ready to start a conversation? Contact us today.