Four William Blair Advisors Make Top Working Mother List

Tuesday, September 29, 2020

William Blair's Working Mothers
Top row, from left, Kim Tyson Chenevey, Carlette McMullan; bottom row, Sarah Mercurio, Jackie Moss

Working Mother magazine named William Blair's Kim Tyson Chenevey, Carlette McMullan, Sarah Mercurio, and Jackie Moss to its 2020 Top Wealth Advisor Moms list released on September 29.

This the third time McMullan was recognized and the first time Chenevey, Mercurio and Moss were honored.

"This honor recognizes the outstanding professionalism and expertise Kim, Carlette, Sarah, and Jackie, along with all of our working mothers, bring to their roles every day at William Blair," said Ryan DeVore, William Blair's global head of private wealth management. "These women and their teams underscore the expertise and insight clients seek from our William Blair advisory teams in finding harmony with their financial aspirations, family goals, and philanthropic objectives."

The Working Mother list recognizes the top 500 mothers working in wealth management across the country today with a child 21 or younger still living at home. Rankings are based on a variety of factors including industry experience, best practices, assets under management, and client retention. The four advisors have an average tenure of 23 years in financial services and 15 years at William Blair.

Chenevey, McMullan, Mercurio, Moss, and their teams serve high-net-worth individuals and families, organizations, and foundations to achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.

William Blair has expanded its wealth management group in recent years, adding six offices across the country outside of Chicago headquarters. McMullan, Mercurio, and Moss are based in Chicago. Chenevey is based in Atlanta.

Working Mothers 2020 Top Wealth Advisor Moms

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