We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management services and a comprehensive suite of family office offerings. We use our collective 100-plus years of industry experience and the deep resources of William Blair to deliver unbiased advice and excellent service to help enable our clients to achieve their long-term goals.

Our services and portfolios are deeply personalized and tailored to meet the specific needs of our clients. We make direct investments across asset classes and geographies, use third parties where appropriate, and employ both active and passive strategies.

Professional Recognition and Awards

  • Barron's Top Private Wealth Management Teams 2022, 2023, 20241
  • Forbes Best-in-State Wealth Management Teams 2023, 20242

1The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

2 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.