The McMullan Team

William Blair Private Wealth Management

With 50 years of combined experience at William Blair, the McMullan Team’s mission is to help our clients build and protect their wealth with comprehensive wealth management tailored specifically to their individual goals and objectives. We work with individuals, executives, and organizations to carefully construct customized investment strategies that reflect our clients' risk tolerances, income needs, and time horizons. We actively build portfolios with individually selected equities and bonds through a defined process that leverages William Blair’s award-winning equity research and our fixed-income capabilities. We believe this process helps create the foundation for long-term asset growth. We are passionate about our clients’ success.

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.

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.

Risk: Understanding and Managing an Inevitable Part of Investing

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

William Blair 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

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