The 1935 Wealth Management Team

About Dick

Dick Gottfred manages growth portfolios for individuals, trusts, retirement plans, and corporations, primarily on a discretionary basis. He served as the manager of the Private Client Advisors group and on the firm’s Executive Committee from 1999–2002. During his tenure, he initiated the Model Portfolio Committee which he chaired. Prior to joining William Blair, he spent three years at Bacon Whipple & Company. He has chaired various boards at the Glenview Community Church, including serving as moderator for three years. He has also co-founded the LEAP Learning Systems, which helps inner city youth.

Dick joined William Blair in 1973.

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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