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Edward J. Dunphy

Managing Director, Wealth Advisor

About Ed

Ed Dunphy joined William Blair in 2013 as a wealth advisor. Previously, he had been with Morgan Stanley Smith Barney or its predecessor firms for more than twenty years. Ed focuses on creating comprehensive financial strategies for high-net-worth families. Leveraging William Blair’s full range of capabilities, he works with professionals in the firm’s financial planning, open-architecture investment, and corporate and executives services groups. Ed begins each relationship by developing a thorough understanding of his clients’ objectives, resources, risk tolerance, and time frame. These factors affect the asset allocation and investment strategy, and lead to a highly customized approach that is uniquely positioned to meet his clients’ specific needs.

In addition, Ed serves as a Corporate Retirement Director. In this role, he assists plan sponsors fulfill their fiduciary responsibilities with respect to managing and administering retirement plans. Constructing and managing a successful plan is more difficult than ever, given the complex administrative and regulatory requirements placed on plan fiduciaries. Ed works with plan sponsors to select service providers, construct and monitor appropriate investment menus, and educate plan participants. Ed and his team currently consult on plans from a wide variety of industries, asset levels, and plan types.

Ed graduated from Indiana University in 1989 with a bachelor’s degree in Business Administration. Ed has received a M.B.A. in Finance from Northwestern University’s Kellogg Business School, holds his CPA License, and is a Chartered Retirement Planning Specialist, CRPSTM.

Credentials

CPA
CRPSTM

Education

Indiana University, B.A.
Kellogg School of Management at Northwestern University, M.B.A.

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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