AssetMark Team

About me

Thomas supports the AssetMark partnership by conducting portfolio reviews, developing investment proposals and various other responsibilities for relationship management and business development. As of 2019, Thomas is also responsible for covering business development and relationship management responsibilities in the Southeast region for the AssetMark relationship, from Virginia to down Florida. Thomas is focused on managing current relationships and cultivating new opportunities for financial advisors in this area. Thomas joined the firm after two years in the UBS Wealth Management Training Program where he worked in various capacities including equity sales, wealth planning, and investment management. Thomas is a fitness enthusiast and is passionate about coaching high school lacrosse in the Northern Suburbs of Illinois.

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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1935

Year William Blair was founded

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+2,100

Employees worldwide

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+108 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of June 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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