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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

Fattmerchant Has Been Recapitalized by Greater Sum Ventures

William Blair acted as exclusive financial advisor to Fattmerchant in connection with its recapitalization by Greater Sum Ventures.

GCM Grosvenor Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of GCM Grosvenor Inc. (GCMG $9.60). GCM Grosvenor is a global alternative asset management solutions provider, primarily for institutional investors, operating through two business segments: Private Markets and Absolute Return strategies.

SOC Telemed, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of SOC Telemed, Inc. (TLMD $8.15), one of the industry’s largest providers of telehealth solutions for the acute-care marketplace. The company focuses on three primary specialties, teleneurology, telepsychiatry, and teleICU, and has partnerships with approximately 850 facilities across the United States, including 18 of the top 25 acute-care chains in the country.

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

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