Archie Kantzavelos

Archie Kantzavelos

Senior Wealth Planner

About Archie

Archie Kantzavelos is a senior wealth planner for William Blair’s private wealth clients. He works with high-net-worth individuals and families, endowments and foundations, and corporate executive and business owners. He provides tax, estate, and charitable planning and consults on risk management, strategic asset allocation and capital sufficiency. Previously, Archie worked at Harris myCFO as a principal in the family office services group. Earlier in his career, he worked in public accounting at Deloitte and Arthur Andersen.

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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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

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

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