William Blair Private Wealth Management

As another school year gets underway, it's an important time for parents of college-age children to review the three important documents that help families in the event of an emergency or other circumstances. Learn more: https://lnkd.in/gHNdrSPS

Congratulations to Matt Clark, David Dreifuss, Elinor Escamilla, CFA, Andrew Feichter, Max Kaplan, CFP®, and Dan Maude for being named 2024 Top Next-Gen Wealth Advisors and Best-In-State by Forbes! "Our next generation of wealth advisors is growing and building upon William Blair’s decades-long history of serving our clients and providing them with expert service and customized strategies,” said Ryan DeVore, head of Private Wealth Management. Learn more about the recognition here: https://lnkd.in/gTht9-9Z

Using your eligible assets as collateral, you may be able to borrow against securities held in your account at William Blair, offering flexibility, liquidity, and control in managing cash flow and liabilities. Learn more: https://lnkd.in/g72M_kCv

How much cash is too much cash? Cash and cash equivalents can be an essential element of your financial plan and investment portfolio, providing portfolio stability, liquidity, and assets for short-term or unexpected needs. Learn more: https://lnkd.in/gN9NMAUg

Thank you to the Private Wealth Management summer intern class of 2024! We are grateful for the energy you brought to us every day. Our interns capped off a productive summer with Take Your Parents to Work Day! Moms and dads of the students enjoyed presentations from leadership, office tours and more. We wish you the best in your future careers! #NationalInternDay

Optimize your longer-term fixed-income investments in the current interest rate environment with William Blair’s fixed-income capabilities.   Debra Schalk, Fixed Income Trading and Strategy Director, explores what fixed-income investments offer William Blair clients.    Learn more: https://lnkd.in/e6pEvj-t

We are excited to announce Lindsey Holton, Louise Lane, Laura Linger, Sarah Mercurio, CFP®, and Jackie Moss, CFA have been named to Barron's Top 100 Women Financial Advisors list. "Congratulations to these advisors on receiving this distinguished honor,” said Ryan DeVore, William Blair’s head of private wealth management. “This recognition exemplifies their dedication to clients and providing customized strategies and advanced financial planning—hallmarks of William Blair’s wealth management services." Learn more about this recognition: https://lnkd.in/gWHuiV_j

When you find yourself looking to free up money for short-term cash—for the purchase of a home, college tuition payment, or business investment, for example—William Blair offers a wide range of strategies to finance your business or personal needs. See how: https://lnkd.in/gYjscrxg

Fixed income is a fundamental part of an investor’s overall asset allocation. Optimize your longer-term fixed-income investments in the current interest rate environment with William Blair’s fixed-income capabilities: https://lnkd.in/gg6vYin9

Cash management at William Blair offers you liquidity and the flexibility to maintain cash flow while preserving capital over the short term.   Clancy Burson, Fixed Income Trading and Strategy Director, details how cash and cash equivalents can be an essential element of your financial plan and investment portfolio.   Learn more: https://lnkd.in/g_Uc8KVY