
Our team at William offers institutional-quality portfolio management for advisors on the AssetMark platform, namely those whose clients are looking for a customized, high-touch, and tax-sensitive approach. I am responsible for growing new and existing relationships with these independent advisors. My goal as a Busines Development Associate is to effectively serve high net worth and ultra-high net worth clients and their advisors. I am proud to work for a firm that has remained loyal to its mid-western roots as an independent and employee-owned firm. William Blair is the 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.
w-blair.com
ubs.com
miacanalytics.com
Chicago, Illinois, United States
Business Development Associate
William Blair
• www.linkedin.com/company/william-blair-company
• Full-time
Jan 2019 - Present
Chicago, Illinois, United States
Senior Sales Associate
William Blair
• www.linkedin.com/company/william-blair-company
Sep 2015 - Jan 2019
Chicago, Illinois
GTP Analyst
UBS Wealth Management
• www.linkedin.com/company/ubs
Aug 2013 - Aug 2015
Mortgage Banking Intern
UBS Wealth Management
• www.linkedin.com/company/ubs
Jun 2012 - Aug 2012
Weehawken, NJ
Student Coach
Bucknell University Men's Lacrosse
Jul 2010 - May 2012
Coach
Harford Mavericks
May 2010 - May 2012
Intern
Chapin Davis Investments
Jun 2011 - Aug 2011