Gianni DiMeglio, managing director, is a wealth advisor in William Blair’s Private Wealth Management group. He delivers the firm’s full investment and wealth planning capabilities to the high-net-worth clients he serves. Gianni works closely with clients to assess their needs and develop a comprehensive strategy that focuses on their financial goals. He then draws on the firm’s vast resources and specialists to execute on this plan. Before joining William Blair, Gianni was with TD Wealth as a senior relationship manager and formerly with Wells Fargo as a private banker.
Gianni holds a B.S. in business administration with a finance concentration and a minor in accounting. He furthered his education at Pace University and received his CERTIFIED FINANCIAL PLANNER™ designation.
Gianni helped create and chaired the national advisory council at TD Wealth and has been the recipient of multiple awards for service and performance at TD and his prior firms. He coaches youth football and baseball in Fairfield and is actively involved in his community supporting childhood education and development. Gianni enjoys travel, playing golf, and spending his free time with his wife and two wonderful children.
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.