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William Blair - CWMM team

About Joanna

Joanna Pomagier is a client relationship associate and works directly with high-net-worth individuals and institutions in all aspects of client support. In addition, Joanna works closely with our client's professional advisors, such as attorneys, accountants and family office representatives. She holds her Series 65, 63, and 7 licenses.

In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.1

 

The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

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.*

1935

Year William Blair was founded

1,950+

Employees worldwide

143 billion+

Client assets

89 Years

Independent and employee-owned

20+

Offices worldwide

~650

Companies under coverage

As of June 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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