profile

Katie Savage

Wealth Advisor

About Katie

Katie Savage is a wealth advisor in the Private Wealth Management group at William Blair. She joined the firm in 2006 after several years in sales at Motorola. She has worked with Joe Tabet since 2008 and is critical to the team’s success. Katie assists Joe with all elements of the research process—bringing discipline and focus to identifying and analyzing investment opportunities for the portfolios they manage on behalf of their clients. She is also instrumental in building and strengthening the team’s client relationships. Katie is a graduate of St. Norbert College and holds the designation of Chartered Retirement Plans Specialist℠. A runner who has completed more than 10 marathons, Katie lives in Western Springs with her husband.

 

 

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.

Ready to start a conversation? Contact us today.