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.
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.