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Welch Financial Advisory Team

William Blair Private Wealth Management

The Welch Financial Advisory team provides families and business owners with wealth management solutions, including income generation, asset-allocation guidance, individual security selection, and other diversification strategies. In addition to seeking wealth preservation and enhancement, many of the team’s clients rely on their assets to generate a regular income stream. For discretionary portfolio management accounts, the Welch team constructs customized portfolios that are dependent on its clients’ goals, risk tolerance, and various unique factors to create a comprehensive strategy.
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Stacey Talarovich

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.

Inspiring Philanthropy Across Generations

For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.

Private Wealth News

Fattmerchant Has Been Recapitalized by Greater Sum Ventures

William Blair acted as exclusive financial advisor to Fattmerchant in connection with its recapitalization by Greater Sum Ventures.

GCM Grosvenor Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of GCM Grosvenor Inc. (GCMG $9.60). GCM Grosvenor is a global alternative asset management solutions provider, primarily for institutional investors, operating through two business segments: Private Markets and Absolute Return strategies.

SOC Telemed, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of SOC Telemed, Inc. (TLMD $8.15), one of the industry’s largest providers of telehealth solutions for the acute-care marketplace. The company focuses on three primary specialties, teleneurology, telepsychiatry, and teleICU, and has partnerships with approximately 850 facilities across the United States, including 18 of the top 25 acute-care chains in the country.

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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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