About Michael

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.

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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