Andrew Sims joined William Blair and the Fix Team in 2012. To complement the Fix Team’s customized investing approach, he focuses on the coordination of firm resources—financial planning, investment consulting, proprietary research, and investment banking—and manages the team’s client relationships to ensure a first-class experience for its clients.
Andrew strives to consistently exceed client expectations by coordinating services provided by all of their trusted outside advisors. This allows Andrew to fully understand the entirety of a client’s financial needs and enables him to provide a seamless wealth solution across investment, tax, insurance, and estate issues.
Before joining William Blair, Andrew was with Booz Allen Hamilton. He holds an M.B.A. and B.S.B.A. in finance from the University of Denver.
Andrew lives in Chicago’s Old Town neighborhood and is an avid skier, golfer, and tennis player.
Professional Recognition and Awards
- Forbes Top Next-Gen Wealth Advisor 2020 1
- Financial Planning Top 40 Advisors Under 40, 20212
1 Forbes Top Next Generation Wealth Advisors; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 The list recognizes the top producing younger advisors at wirehouses and regional firms who were under 40 as of year-end and were registered with an advisory firm in the non-wirehouse employee channel.