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McMullan Escamilla Walania Team

William Blair Private Wealth Management

The McMullan Escamilla Walania Team combines two legacy father-daughter wealth advisory practices, strengthened by seasoned professionals with expertise in research and financial planning. We work with multi-generational families, institutions, corporations, corporate executives, and other individuals to build and protect their wealth.

We develop a comprehensive plan that encompasses our clients’ financial and life objectives. We then execute this plan by constructing customized investment portfolios that reflect their risk tolerances, income needs, and time horizons. Using William Blair’s award-winning equity research, we diversify across industry groups and company size to mitigate risk.

Our approach to wealth planning and management creates the foundation for long-term asset growth. In addition to seeking wealth preservation and enhancement, we help clients through the transition of building financial assets to using those assets to generate income.

We are passionate about and dedicated to our clients’ success.

 

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THINKING: COVID-19 Perspectives is a digital experience that highlights the impacts, challenges, and learnings from the coronavirus. Hear from experts across William Blair as they discuss the latest market trends reshaping our global economy during these unprecedented times, all from the safety of their own homes.

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Investor Education Event Recap

The McMullan Team recently hosted an event focused on the technology sector. Olga Bitel, William Blair’s Global Strategist, and her associate, Alexa Davis, discussed global trends in technology and how companies across the world are using technology to reach consumers. Ralph Schackart, Senior Technology Analyst, discussed his process in analyzing technology companies and presented a few of his favorite stock ideas. If you have any questions about how we rely on William Blair's research to customize investment portfolios, please contact us.

Estate Planning Event Recap

The McMullan Team recently hosted a client event that illuminated many issues that are often missed in the estate planning process. Estate attorney Anne Dickerson of Gould + Ratner and senior wealth planner Kelly Oliven of William Blair discussed the importance of creating an estate plan that reflects your wishes and properly executing it as part of your financial plan. We would be pleased to follow up with you to ensure that your plans are aligned with your investment strategy.

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

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.

Economics Weekly: Gold Bull-ions

In this Economics Weekly, we discuss gold and what might be the reasons behind its recent price surge.

Lemonade, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Lemonade, Inc. (LMND $82.16), a digital-first insurance provider, offering both homeowners and renters insurance domestically and internationally.

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

Ready to start a conversation? Contact us today.