Michael Wertz manages investment portfolios for high-net-worth individuals, trusts, endowments, and foundations. In this role, he is responsible for developing asset allocation, risk management, and tax management strategies to address unique client circumstances and needs. Previously, Michael was a senior portfolio manager and vice president at Northern Trust Bank and U.S. Bank.
Michael joined William Blair in 2008. He is a member of the CFA Institute and the CFA Society of Chicago.