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The Fix Team

William Blair Private Wealth Management

Bob Fix, Ed Dunphy, and Andrew Sims constitute the multigenerational Fix Team at William Blair. Together, they work with wealthy families to enhance every aspect of their financial situation. The team takes a holistic approach to wealth management and begins each relationship with a thorough understanding of the client’s financial, tax, and estate goals. For more than six decades, members of the Fix Team have used this approach to create portfolios that have flourished amid the ever-changing market landscape. They believe all clients are unique and deserve to have a solution customized to their individual situation. Experience, integrity, and compassion are characteristics that Bob, Ed, and Andrew bring to work every day and guide them through the complexities of managing wealth.

Thinking | William Blair

William Blair THINKING: Navigating the Path Ahead is a firm wide thought-leadership video series providing perspective on the latest market trends reshaping the future of our global economy.

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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

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.

How COVID-19 Is Impacting Our Lives | Client Focus Q1 2020

Our new issue of Client Focus takes a special look at some of the ways the coronavirus pandemic is impacting our lives.

Understanding Blockchain as a Potential Disruptor

Blockchain and cryptocurrencies present countless possibilities for global commerce and also raise challenging questions for investors as a market disruptor. Our latest thought-leadership paper helps make sense of these technologies.

Private Wealth News

William Blair Adds Veteran Investment Banker Scott Paton to Financial Sponsors Team

Scott Paton joins a global team of 20 financial sponsor coverage and advisory professionals to continue their strong momentum and leadership in the private equity market.

Economics Weekly: What the Financial Markets Are Telling Us About the Elections

In this Economics Weekly, we look at the current betting odds from the bookies, futures contracts on expected volatility, and the recent performance of the equity market and its underlying sectors.

Unity Software Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Unity Software Inc. (U $99.11), the leading provider of low-code/no-code tools to develop interactive, real-time, and 3-D games.

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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600 info@williamblair.com

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