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The Devins/Roberts Team

William Blair Private Wealth Management

The Devins/Roberts team has been providing professional guidance to its clients for more than four decades and draws on more than 85 years of combined experience in the investment advisory and wealth planning business. We provide wealth management solutions to individuals, families, and foundations, helping preserve and grow their assets over multiple generations. We pride ourselves on the long-term relationships that we have built based on trust, respect, and top quality service.

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.

Thought Leadership

College Was Awesome. Now What?

College graduation marks the start of a career with new responsibilities and decisions. William Blair's private wealth advisory, College Was Awesome. Now What?, provides a handy checklist for the recent college graduate.

Philanthropy in an Age of Disruption

By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.

2020 Tax Reference Guide | January 2020

William Blair's 2020 Tax Reference Guide provides the latest information on tax obligations and exemptions for income earned in 2020 and tax returns filed in 2021.

Private Wealth News

Women in Technology Showcase Features Summer Interns

William Blair hosted its third annual Women in Technology (WiT) showcase, featuring the work of 10 college and graduate students from universities across the country.

Beam Therapeutics Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Beam Therapeutics Inc. (BEAM $19.01), a gene-editing company focused on developing innovative, precision medicines for serious diseases using the company’s proprietary base editing technology.

Poseida Therapeutics, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Poseida Therapeutics, Inc. (PSTX $12.98), a clinical-stage company focused on the development of genetically engineered T-cell therapies for the treatment of cancer and gene therapies for the treatment of rare genetic diseases.

Contact form

125 High Street
Oliver Street Tower, Suite 1901
Boston, MA 02110
+1 617 235 7500 info@williamblair.com

Ready to start a conversation? Contact us today.