profile

Louise Lane

Partner, Wealth Advisor

About Louise

Louise Lane has more than twenty years of experience in the investment industry. She was the first woman broker at William Blair.Prior to joining William Blair, she spent five years with a leading New York investment bank.

Louise has developed an enviable reputation as an astute investor. Her primary expertise is in the equity market and in her skillful interpretation of stock research. Throughout the day, Louise scrutinizes extensive information from her many contacts in industry and finance as well as from William Blair analysts, Wall Street research and electronic updates.

Trust, commitment and proven results are at the heart of Louise’s enduring client relationships. Currently, she is working with many high net-worth individuals,some of whom run public companies. Most of her business is generated through referrals, which is a testament to Louise’s pledge to excellence in account management, confidentiality and personalized client service.

A lifelong Chicago resident, she is an arts enthusiast, active in sports, and a world traveler. Louise contributes her time to various nonprofit organizations. She is currently on the board of Music of the Baroque and formerly served as chair of the board of Hazelden Chicago and vice chair of the Chicago School of Professional Psychology.

Awards

  • Barron’s 2016, 2017, 2018 Top Women Financial Advisors 1
  • Barron’s 2017, 2018 Top Advisors in America 2
  • Forbes 2018 Top 250 Advisors 3

 

1 The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.

2 The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

The Forbes ranking of 2018 Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

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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