Ed Dunphy joined William Blair in 2013, focusing on creating comprehensive financial strategies for wealthy families. Leveraging William Blair’s full range of capabilities, he works with professionals in the firm’s financial planning, open-architecture investments, and corporate and executives services groups.
Ed begins each relationship with a financial planning approach, developing an understanding of his clients’ objectives, resources, risk tolerance, and time frame. These factors lead to a highly customized approach comprising William Blair's equity research and open-architecture investments that are uniquely positioned to meet his clients’ specific needs.
Previously, he had been with Morgan Stanley Smith Barney or its predecessor firms for more than 17 years.
Ed holds his CPA license and is a Chartered Retirement Planning Specialist, CRPS™.
Ed lives with his wife and three boys in Hinsdale, Illinois. When not working, Ed can often be found on a golf course or paddle court.
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.