Kirsis Ortiz

Registered Portfolio Associate

About me

Kirsis Ortiz is a registered portfolio associate with nearly 20 years of experience in the financial services industry. Her goal is to deliver a client service experience that exceeds expectations. Kirsis joined William Blair from Wells Fargo Advisors where she served in a client service role in wealth management. She earned an A.A.S. in accounting and finance from New York University. A native of Queens, she currently lives with her husband Jose in Nassau County. Her interests are travel, food, and a passion for interior design and architecture, which is reflected in her home.


New York University

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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