Daniel Zelazny
Partner, Head of William Blair Financial Institutions National Accounts (FINA)
About Dan
Dan Zelazny, partner, is head of the financial institutions national accounts (FINA) group at William Blair Investment Management. In this role, Dan is responsible for all sales and marketing functions related to the distribution of William Blair’s investment products to the home offices of third-party platforms in the intermediary channel. This includes subadvisory, insurance, broker-dealer, wirehouse, and retirement platforms.
Dan has 25 years of experience selling and distributing investments to institutions, consultants, and investment advisors. Before joining William Blair in March 2019, Dan was a managing director in the retirement solutions group at AQR Capital Management, where he led the creation and build-out of a subadvisory and retirement effort. Before joining AQR, Dan held various distribution and management roles at Neuberger Berman for 13 years. Dan began his career as an analyst at Mercer Investment Consulting in Chicago. He is actively involved in several industry organizations, including the Insured Retirement Institute (IRI) and Defined Contribution Institutional Investment Association (DCIIA).
Dan received a B.S. in finance from Michigan State University and an M.B.A. from Northwestern University’s Kellogg School of Management.
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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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.