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.

In 2022, GreenBridge was named a Top 100 Private Wealth Management Team by Barron's.1


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