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Edward J. Dunphy

Managing Director, Wealth Advisor The Fix Team

About Ed

Ed Dunphy joined William Blair in 2013,  focusing on creating comprehensive financial strategies for wealthy families. Leveraging William Blair’s full range of capabilities, he works with professionals in the firm’s financial planning, open-architecture investments, and corporate and executives services groups.

Ed begins each relationship with a financial planning approach, developing an understanding of his clients’ objectives, resources, risk tolerance, and time frame. These factors lead to a highly customized approach comprising William Blair's equity research and open-architecture investments that are uniquely positioned to meet his clients’ specific needs.

Previously, he had been with Morgan Stanley Smith Barney or its predecessor firms for more than 17 years.

Ed holds his CPA license and is a Chartered Retirement Planning Specialist, CRPS™.

Ed lives with his wife and three boys in Hinsdale, Illinois. When not working, Ed can often be found on a golf course or paddle court.

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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