profile

Carlette McMullan

Partner, Wealth Advisor The McMullan Team

About Carlette

Carlette McMullan, partner and wealth advisor at William Blair, leads the McMullan Team in the firm's Private Wealth Management group. Carlette joined William Blair in 1989, and managed the firm's Private Client Advisors group and served as a member of William Blair's Executive Committee from 2002-2007. Previously, Carlette was a financial analyst and institutional fixed income securities salesperson with Bear Stearns & Co.   

Carlette lives in Lake Forest, IL with her husband and daughter.  Her interests include tennis and reading.

Professional Affiliations:

Adler Planetarium
Women’s Board Member, 1998-Present 

The Art Institute of Chicago
Women’s Board Member, 2016–Present

Chicago Public Library Foundation Director, 2013-Present

Economic Club of Chicago, 2002–Present

Rehabilitation Institute of Chicago

Women’s Board Sustaining Member, 1996–Present

Rush University Medical Center
Women’s Board Member, 2011–Present

Professional Recognition and Awards

  • Barron’s Top Women Financial Advisors 2016, 2018 1
  • Forbes Best-in-State Advisors 2019 2  
  • Forbes America's Top Women Wealth Advisors 2019 3
  • Working Mother’s Top Wealth Advisor Moms List 2018 4
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    1 The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. 

    2 The Forbes Best-in-State Wealth Advisors ranking algorithm is 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.

    The rankings were based on data provided by more than 10,500 top-performing advisors from across the country, evaluating assets under management, client service and retention, and revenues generated for the firms.

    SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is 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.

     

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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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