About Michael

Michael Wertz manages investment portfolios for high-net-worth individuals, trusts, endowments, and foundations. In this role, he is responsible for developing asset allocation, risk management, and tax management strategies to address unique client circumstances and needs. Previously, Michael was a senior portfolio manager and vice president at Northern Trust Bank and U.S. Bank.

Michael joined William Blair in 2008. He is a member of the CFA Institute and the CFA Society of Chicago.

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.*

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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.

More about William Blair affiliated entities

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