profile

Matt Summers

Client Relationship Associate Baltimore Wealth Management

About Matt

Matt Summers is a client relationship associate with William Blair's Private Wealth Management group. In this capacity, Matt supports Phil Rauch and Hunter Purcell in assisting high-net-worth private clients and families in determining their investment objectives, assessing risk, identifying suitable investment strategies, and evaluating their performance. Matt has extensive experience in cash flow management and is committed to client service excellence. Before joining the firm, Matt was a portfolio analyst with Brown Advisory Securities, LLC and before that worked in cash management and fixed income trade support for Morgan Stanley.

Matt has his B.S. from University of Maryland University College.

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.