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.