About Doug

Doug Gilbert is a wealth advisor with the Gilbert/Ryan Group of William Blair’s Private Wealth Management. He began his career at Merrill Lynch, and spent the majority of his Wall Street career at Donaldson, Lufkin & Jenrette. While at DLJ, Doug managed $1.2 billion in client assets and was responsible for selling large levels of restricted stock for tech executives with subsequent reinvestment. After some time off, Doug worked directly for startups, helping both Gametime and TurboPatent grow revenues and raise funds through A rounds. Doug has a thorough understanding of the needs and concerns of entrepreneurs, business owners, and their employees – from planning and implementing their clients' wealth management plans to developing and executing complex corporate services mandates.

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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