Ray Lombardi
Managing Director, Wealth Advisor
About Ray
Ray Lombardi helps lead William Blair Custom HNW in providing portfolio management for independent financial advisors and end-clients. He oversees the team’s portfolio strategy and assists in 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 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 30 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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154 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.