Wally Fikri

About Wally

Wally Fikri, CFA, partner, is a senior institutional business development representative at William Blair Investment Management. He focuses on sophisticated plan sponsors and investment consultants for the Western U.S. region. Formerly, Wally was chair of the investment committee overseeing the William Blair 401(k) plan and a cash balance defined benefit plan. Before joining the firm in 2004, he was a partner at Brinson Partners (now UBS Global Asset Management). There, Wally managed multi-asset portfolios in the asset allocation and risk management group. He began in client service and later established the consultant relations team. Previously, Wally was in the financial services practice at KPMG Peat Marwick. He has held leadership roles at SACRS, served as a board member of CFA Society Chicago, and maintains affiliations with NCTR and Institutional Investor. Wally currently serves on the governing board of the Civic Leadership Foundation. He has passed all sections of the CPA examination (designation inactive). Wally received a B.S. in accountancy from Northern Illinois University and an M.B.A. from Northwestern University Kellogg School of Management.