Chris Rosamond

Chris Rosamond

Vice President, Wealth Advisor

About Chris

Chris Rosamond, vice president, is a wealth advisor in William Blair’s Private Wealth Management group. Chris has more than 20 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER certification and has earned the Chartered Retirement Planning Counselorâ„  designation. Chris has a deep understanding of the complicated financial needs of high-net-worth families and entrepreneurs. His approach is consultative and one that is committed to excellence. He seeks to accomplish this through actively listening and understanding the financial and emotional decision-making processes of his clients. With this insight, he can create individualized strategies designed to help meet clients’ complex financial needs and pursue their financial goals.

Before joining William Blair in 2017, Chris was a first vice president in Global Wealth Management at Merrill Lynch, where he spent 18 years.

Chris earned his bachelor’s degree from Villanova University and also studied at the University of Seville in Spain. In his spare time, he enjoys spending quality time with his family, golfing, skiing, and training for his next triathlon. He is originally from Franklin Lakes, New Jersey, and resides in Oakland, New Jersey, with his wife, Michelle, and sons, Christopher, Donovan, and Mason.

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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