David Port graduated from UCLA with a B.A. in economics and is a partner at William Blair. He is a 25-year veteran of the industry and joined William Blair from a leading investment bank in 1995. In 2007, On Wall Street, a respected industry publication, named Dave to its second annual list of “Top 40 Advisors Under 40.” 1 Those selected were chosen among financial advisors across the country who offer comprehensive asset management, financial planning and wealth management services. Dave lives in Highland Park with his wife, two sons, and daughter.
1 In compiling the list, On Wall Street asked the reps’ companies to identify who, under 40, had the most assets under management. For the most part, the reps chosen were the largest asset gatherers at each of the five wirehouses and 10 biggest regional broker-dealers. To be considered, reps needed to be free of compliance problems within the past five years, and offer comprehensive financial planning and wealth management services. Finally, if the advisor was on a team, his or her assets were calculated by the same percentage as his or her production split. Assets housed away from the firm were not included.