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About Robert

Robert is a wealth advisor on the Kasten, Jannotta & Jesanis team with William Blair’s Private Wealth Management. Robert worked for nearly eight years in healthcare investment banking, including at William Blair and Cain Brothers, leading transaction execution for mergers and acquisitions and equity offerings across the healthcare sector.

Robert graduated from Indiana University’s Kelley School of Business, where he majored in finance and graduated with honors.

Robert was raised in Lake Forest, Illinois, and currently lives with his wife in Chicago. Outside work, he is passionate about all things travel, having explored more than 55 countries and written content published in The Points Guy. Robert enjoys skiing, biking the lakefront trail, and spending time with his family.

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.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 139 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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