About Andy

Andy Kross, vice president, is a wealth advisor on the Kasten, Jannotta & Jesanis team with William Blair’s Private Wealth Management group. He works with his clients on traditional and alternative investments and financial planning, while providing insight on tax and estate planning. He aims to incorporate all of William Blair’s resources for his clients where appropriate, including investment consulting and research, wealth planning, merchant banking, and philanthropy strategy. Andy joined William Blair in 2016 from Neuberger Berman, where he worked in wealth management. He is a CERTIFIED FINANCIAL PLANNER™.

Andy graduated from the University of Denver with a B.S.B.A. with a concentration in finance. Andy lives in the Wicker Park neighborhood of Chicago. His interests include golf, sports, and traveling.

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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1,950+

Employees worldwide

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132 billion+

Client assets

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89 Years

Independent and employee-owned

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20+

Offices worldwide

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~650

Companies under coverage

As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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