Doug Gilbert and Peter Ryan are wealth advisors in William Blair's Private Wealth Management group. This is the firm's first West Coast wealth management team based in San Francisco. Doug and Peter bring a unique perspective and a wide range of experience to their clients after working both for and with start-ups. The team uses that experience to offer a thorough understanding of the needs and concerns of entrepreneurs, business owners, and their employees—from planning and implementing their clients' wealth management plans to developing and executing complex corporate services mandates.
The team has a combined 30 years of wealth management experience. Their primary investment experience was with Donaldson, Lufkin & Jenrette/Credit Suisse, where they managed private clients business and were responsible for selling large levels of restricted stock with subsequent reinvestment.
They are excited to bring William Blair’s wealth management capabilities and resources to the West Coast. Barron's magazine recently named William Blair to its "Top 40 Wealth Managers" in the United States for 2018 for the fourth consecutive year.