Mr. Kjellman, managing director, is a wealth advisor with William Blair’s
Boston Wealth Management team. His primary responsibility is to provide
portfolio management to high-net-worth individuals and their families, as
well as to endowments and foundations.
Mr. Kjellman has been in the investment business since 1982. Since 1998 he
was a senior vice president and senior portfolio manager at Boston Private
Bank & Trust Company. Mr. Kjellman was also chairman of its investment
policy committee from 2000 to 2010, and managed the bank’s equity income
strategies. His previous investment management experience includes time at
The Private Bank at BankBoston, Shawmut Bank’s Investment Management
Division, and E. F. Hutton & Company.
Mr. Kjellman is a graduate of Vanderbilt University in Nashville, Tennessee,
where he received a Bachelor of Science degree in business administration.