Daniel Grant

Partner, Wealth Advisor The Grant Private Client Group

About Dan

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 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 Advisors in America in 2016, 2017, and 2018* and was recognized by Forbes as a top advisor in 2018. Dan is on the board of directors at the Illinois Holocaust Museum and Education Center.

* The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The Forbes best-instate rankings are based on date provided by more than 5,000 top-performing advisors from across the country, evaluating assets under management, industry experience, and best practices.

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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