Michele McMahon
Relationship Advisor Associate
About Michele
Michele McMahon is a CERTIFIED FINANCIAL PLANNER™ and registered relationship advisor associate with William Blair. She began her career in operations at Wells Fargo Advisors before transitioning to an advisory team. Her high standard of care for clients, her mastery of operations, and her personal sense of responsibility and accountability make her an integral member of the team. As the youngest member to be inducted into the San Francisco Prep Hall of Fame, Michele draws on her experiences as an athlete to coach and, with the YMCA, create safe and fun environments for youth sports programs. Michele received her bachelor’s degree from Notre Dame de Namur University of Belmont, California, where she studied small business and played collegiate softball.
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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.