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AssetMark Team

About Tommy

Tommy is a business development associate in William Blair’s Private Wealth Management group. In this role, he supports the firm’s strategic partnership with AssetMark, Inc., focusing on strengthening relationships with existing and prospective advisors, clients, strategic partners, and centers of influence. Tommy collaborates closely with the team to serve high-net-worth clients by crafting tailored investment portfolios and generating customized proposals.

Before joining the firm in 2025, Tommy worked as a senior wealth strategy associate at UBS Private Wealth Management. Tommy graduated from The University of Alabama with a B.B.A. and is on the leadership council of the Western Golf Association, which supports the Evans Scholarship Foundation. In his free time, Tommy is an avid sports fan, traveler, and foodie.

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

  • 2,000+

    Employees worldwide

  • 145 billion+

    Client assets

  • 90 Years

    Independent 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.

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