profile

J. Gorman Cook

Managing Director, Wealth Advisor

About Gorman

Gorman has been with William Blair for more than 20 years and in the securities business for more than 30 years.

His team manages investments for about 100 families around the United States. In addition, it works with corporate executives to assist with restricted-stock sales, 401(k)s, 10b5-1 plans, financial planning, and investment management.

Gorman and his team begin with a foundation of financial planning to understand a client’s capacity for risk, together with expectations of spending, saving, and planning for contingencies. Using an open-architecture platform supplemented with proprietary research from William Blair, they build customized portfolios that aim to provide the expected returns and limited volatility that fall within a client’s parameters.

Each client is provided with personalized service and annual in-depth portfolio reviews. Gorman’s assistant, Julie Gritzenbach, has received numerous accolades from clients for her prompt and efficient client service.

Gorman began his career in New York City in the 1980s as a bond salesman with Salomon Brothers and Drexel Burnham Lambert. He moved to Chicago in 1990 and transitioned to the wealth management business with Salomon Brothers in 1992. He joined William Blair in 1995 and is a vice president and wealth advisor with the firm.

Gorman graduated from Lafayette College in 1976 with a degree in physics. He is former president of the board of Giordano Dance Chicago, is current president of the Kendall College Trust board, and serves on the planned giving committee of Lurie Children’s Hospital. He has two successful children and enjoys tennis, theater, deep-sea fishing, cooking, flying airplanes, race car driving, and photography.

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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