profile

Tim Gleason

Wealth Advisor

About Tim

Tim Gleason is responsible for overseeing the delivery of integrated investment advice and client service, including the development and implementation of investment policies, individual security selection, analysis and monitoring of client portfolios, recommendations of appropriate asset allocations, and the evaluation and selection of investment managers. He serves the department as a member of the Asset Allocation committee, which is responsible for setting overall asset allocation strategies for the Private Wealth Management teams. Prior to joining William Blair, he was the director of Investment Advisory Services at myCFO/BMO Financial for 11 years, and worked at Frye-Louis Capital Management for 10 years.

Industry experience since 1994

  • BMO Financial
  • Frye-Louis Capital Management
  • Joined William Blair in 2015

Professional Associations

  • CFA Society
  • CFA Institute

Education

University of St. Thomas, B.A.
Illinois Institute of Technology Stuart School of Business, M.S.

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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