Daniel Grant has more than 25 years of experience in the high-net-worth and institutional equity arena. He joined William Blair’s Private Wealth Management group in 1995 and is a partner of the firm. Dan serves as the trusted advisor and leads a team providing multifamily office services for a select group of high-net-worth entrepreneurs, private investors, families, and foundations on all aspects of wealth management. He began his career on Wall Street in 1986 at Salomon Brothers, where he covered institutional equity accounts and later transitioned to Salomon’s Private Client Group. Dan graduated from the University of Illinois with a B.A. in economics and an M.B.A. with an emphasis on finance. Dan was named to Barron's Top State-by-State Advisors in America in 2016, 2017, 2018, 2019, 2020, and 20211 and was recognized by Forbes on its Best-in-State Advisor list in 2018, 2019, 2020, and 2021 2. Dan is on the board of directors at the Illinois Holocaust Museum and Education Center.
Professional Recognition and Awards
- Barron’s Top State-by-State Advisors 2016, 2017, 2018, 2019, 2020, 20211
- Forbes Best-in-State Advisors 2018, 2019, 2020, 20212
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.
Independent and employee-owned
Companies Under Coverage
As of September 30, 2021
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.