Antonios (Tony) Mavrellos is a senior investment specialist with William Blair’s Private Wealth Management group. He is an Investment Advisor Representative (IAR) and CERTIFIED FINANCIAL PLANNER™. He works with individuals, families, and foundations to construct and manage portfolios in accordance with their investment objectives using, when appropriate, a financial plan to assess risk, identify suitable investment strategies, determine optimal asset allocation, and offer income strategies. Tony also has experience in corporate retirement plans, particularly in participant education, fee benchmarking, and vendor selection. Before joining the firm, he was a portfolio manager with Brown Advisory Securities, LLC.
Tony received his undergraduate degree from the University of Maryland, College Park.