Dan Finnegan

Dan Finnegan

CFA, CPA, Director of Finance

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About Dan

Dan Finnegan is the director of finance for William Blair Investment Management. In this role, he provides strategic direction and oversight across financial planning, pricing, compensation, and vendor management.

Before assuming this role in November 2017, Dan had been the head of business and financial analysis for Investment Management since April 2006. Dan has also held other roles in business analytics and fund accounting since joining the firm.

Before joining William Blair in 2000, he was an audit manager at Woods and Dwyer, PLC. Dan serves on the Metropolitan Family Services Metro Board. Dan is member of the CFA Institute and the CFA Society of Chicago and is a registered CPA in Illinois. He received a B.B.A. in finance and accounting from the University of Arizona.

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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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Year William Blair was founded

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Employees worldwide

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142 billion+

Client assets

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89 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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