About Jeff

Jeff Golden, managing director, advises high-net worth families on investments and planning. He works closely with clients on managing their investment portfolios and constructing comprehensive financial plans, implementing changes when necessary to reflect changes in their lives and monitoring the progress of the plan as it relates to his clients’ goals.

Jeff joined the Private Wealth Management group at William Blair in 2010. Previously, he was with Morgan Stanley Smith Barney where he began his career as a financial advisor in 2002. He brings with him nearly 20 years of investment experience. In July 2008, Jeff earned his Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. Previously, he worked for Océ North America in sales. Jeff earned his bachelor’s degree from the Virginia Military Institute (VMI).

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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