Wally Fikri

Wally Fikri

CFA, CPA, Partner
+1 312 364 8089
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Wally Fikri, CFA, CPA, partner, is a relationship manager for William Blair Investment Management. In this role, he works with plan sponsors and investment consultants in the United States. He brings multi-asset and risk expertise to bear in better understanding the needs of sophisticated public and private pension funds, non-profits, health systems, and defined contribution plans. Wally is also a key contributor in shaping the defined contribution strategy for the firm. He volunteers as chair of the retirement committee for the William Blair benefit plans and is a member of the firm's benefits committee.

Before joining William Blair in 2004, Wally was a partner with Brinson Partners (now UBS Global Asset Management). He gained experience managing multi-asset portfolios as he worked with specialists across nearly all traditional and alternative investment asset classes. He also worked closely with plan sponsors and consultants, and served on the firm's charitable giving committee. Wally began his career in the financial services practice at KPMG Peat Marwick in 1991.

Wally is a member of the CFA Institute and CFA Society Chicago, where he was past board member and is currently serving on the nominating committee. He is a member of the Defined Contribution Institutional Investment Association (DCIIA), a non-profit association dedicated to enhancing the retirement security of America's workers. He is a past officer and current member of the affiliate committee of the State Association of Country Retirement Systems, a non-profit organization serving the twenty 1937 Act counties in California and their retirees (SACRS). He is a past member of the advisory group for Institutional Investor's public funds roundtable as well as a regular volunteer and participant of the National Council of Teacher Retirement Systems (NCTR). Lastly, he is a member of the governing board of the Civic Leadership Foundation, a 501(c)3 charitable organization working with middle-school children across a number of Chicago Pubic Schools.

Wally earned the right to use the CFA charterholder designation in 1995 and successfully completed all levels of the CPA in 1991. He currently holds his FINRA series 24, 7, and 63 securities licenses. Wally received a B.S. in accountancy from Northern Illinois University and an M.B.A. from Northwestern University's Kellogg Graduate School of Management.