John Welch, managing director, has more than 40 years of experience in portfolio management and economic forecasting. For over twenty-five years, John has written economic reports that have developed broad distribution, appearing in Forbes’ Real Clear Markets. John founded the CPE University Series™ that hosts several professional seminars each year offering continuing education to CPAs and attorneys on such topics as economic developments, new tax laws, and financial, legal, and regulatory updates.
John primarily focuses on investment advice and wealth management as well as corporate retirement plans. He attained the Accredited Investment Fiduciary® designation, is a member of the Chicago Estate Planning Council and is one of about 25 economists who submit annual economic estimates to the Chicago Federal Reserve for its Chicago index.
John received his B.S. from Carthage College and completed advanced studies at the New York Institute of Finance.
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.