Sanjeev Joshi
Wealth Advisor
About Sanjeev
Sanjeev Joshi is a wealth advisor with William Blair Private Wealth Management. He takes a consultative approach, working closely with clients to understand their unique circumstances, financial goals, risk tolerance, and time horizons. This foundation allows him to craft comprehensive financial plans tailored to each client. With decades of investment experience, Sanjeev is uniquely positioned to deliver customized solutions that aim for appropriate returns while carefully managing risk.
Before joining William Blair, Sanjeev served as an equity research analyst and partner at Brown Advisory and a research analyst at UBS Asset Management.
He earned a Bachelor of Engineering degree from the Indian Institute of Technology, Roorkee, and an M.B.A. from the University of Chicago Booth School of Business.
Outside work, Sanjeev is an avid long-distance runner and mountain hiker. He has completed multiple marathons and undertaken several high-altitude treks.
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.*
-
1935Year William Blair was founded
-
2,000+Employees worldwide
-
145 billion+Client assets
-
90 YearsIndependent and employee-owned
-
20+Offices worldwide
-
650+Companies under coverage
As of June 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.