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AssetMark Team

About Ray

Ray Lombardi assists in numerous aspects of portfolio management for high-net-worth individuals and families, including trading, asset allocation analysis, and client service.  Ray was previously an associate on the Tax-Efficient Growth portfolio team, executing tax-efficient trading strategies and acting as a strategy specialist. He originally joined the firm as part of the investment accounting team, servicing high-net-worth and institutional relationships. Before joining William Blair in 2006, Ray worked in the Private Client Services Group at Fisher Investments in San Francisco. He has been actively involved in the HighSight mentoring program in Chicago and Habitat for Humanity. Ray earned his B.A. from University of Michigan and his M.B.A. from the University of Chicago Booth School of Business.  

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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Year William Blair was founded

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Employees worldwide

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142 billion+

Client assets

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89 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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