Mike Benstein
Director, Wealth Advisor Solutions (WAS)
About Mike
Mike Benstein is the director of Wealth Advisor Solutions (WAS) for William Blair. Mike dedicates 100% of his time to strengthening the client referral relationship with William Blair and Fidelity consultants across the country through the WAS referral program. Focusing on the client experience, Mike partners with William Blair’s wealth advisor teams to deliver on William Blair’s unique capabilities across individual security selection, portfolio construction, and a variety of wealth planning topics, including tax, trust, and estate planning for Fidelity clients and prospects.
Before joining William Blair, Mike worked for 15 years at Charles Schwab & Co. in a variety of client-facing and leadership roles, including as a financial consultant, branch leader, and director of wealth management. Mike received his M.B.A. from Northwestern University’s Kellogg School of Management and a B.S. from the University of Arizona.
Mike and his wife are natives of Chicago’s west suburbs, where they currently live and are raising their two boys.
About William Blair
William Blair is a premier global partnership 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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1935Year William Blair was founded
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1,900+Employees worldwide
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139 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.