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 Counselor℠ 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.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.