The Hill Investment Group Joins William Blair’s Private Wealth Management Team

William Blair, a premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the addition of the Hill Investment Group to the firms San Francisco office. The team includes Dan Furhman, vice president, wealth advisor; Gary Garabedian, wealth advisor; Bob Hill, wealth advisor; and Michele McMahon, client relationship associate.

The Hill Investment Group joins William Blair from Wells Fargo Advisors. The team collectively has more than 100 years of industry experience and managed more than $300 million in client assets. The advisors serve high-net-worth individuals and their families, business owners, nonprofits, foundations, and endowments, and specialize in the unique wealth management and investment needs of attorneys.

We have a long history of serving individual and institutional clients in the West through our private wealth and investment banking businesses, said Ryan DeVore, partner and global head of Private Wealth Management for William Blair. We continue to expand our Private Wealth Management business with very high-quality professionals in key domestic markets, and were proud to welcome the Hill Investment Group in San Francisco.

We have always admired William Blairs strong reputation and independent, partnership culture, said Dan Furhman on behalf of the Hill Investment Group. The firm has accessible and expansive resources available to their clients and were excited to serve the San Francisco market.

 Stay Updated To Save Money & Time. Join Our Free Newsletter 
. Indepth Analysis & Opinion       . Interviews      . Exclusive Reports  
. Free Digital Magazines      News & updates      . Event Invitations 
                     
& Much More Delivered To Your Inbox For Free.
Submit
We Will Not Spam, Rent, or Sell Your Information.
All emails include an unsubscribe link. You may opt-out at any time. See our privacy policy.

 

Over the past few years, William Blairs Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.

William Blair is increasingly known for its prominence in the asset management business, with a global footprint of more than $90 billion as of June 30, 2018. The firm also has been a well-respected provider of private wealth management services for more than 83 years, and was recently recognized as one of the top 40 wealth management firms by Barrons¹. The firm works with affluent private investors, families, entrepreneurs, nonprofits, foundations, and endowments to provide innovative and sophisticated wealth management solutions. With more than $33 billion in private wealth assets as of June 30, 2018, the firms advisors deliver both the resources of a large, full-service firm and the hands-on approach of a sophisticated boutique.

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.* For more information, please visit williamblair.com.

1. Barrons, 2018 Americas Top 40 Wealth Management Firms, 9/24/18. Ranked by assets under management in accounts of $5 million or more as of 6/30/2018.

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

THIS IS NOT IN ANY SENSE AN OFFER OR SOLICITATION FOR THE PURCHASE OR SALE OF A SECURITY OR FINANCIAL INSTRUMENT. THE FACTUAL STATEMENTS HEREIN HAVE BEEN TAKEN FROM SOURCES WE BELIEVE TO BE RELIABLE, BUT SUCH STATEMENTS ARE MADE WITHOUT ANY REPRESENTATION AS TO ACCURACY OR COMPLETENESS OR OTHERWISE. OPINIONS EXPRESSED ARE OUR OWN UNLESS OTHERWISE STATED AND ARE SUBJECT TO CHANGE. William Blair and R*Docs are registered trademarks of William Blair & Company, L.L.C. Copyright 2018, William Blair & Company, L.L.C. All rights reserved.

William Blair & Company, L.L.C.
Tony Zimmer
312 364 8611
[email protected]

 Stay Updated To Save Money & Time. Join Our Free Newsletter 
. Indepth Analysis & Opinion       . Interviews      . Exclusive Reports  
. Free Digital Magazines      News & updates      . Event Invitations 
                     
& Much More Delivered To Your Inbox For Free.
Submit
We Will Not Spam, Rent, or Sell Your Information.
All emails include an unsubscribe link. You may opt-out at any time. See our privacy policy.

 
Close
Stay Updated To Save Money & Time. Join Our Free Newsletter. 
. Indepth Analysis & Opinion       Interviews          . Exclusive Reports 
. Free Digital Magazines        . News & updates        . Event Invitations
& Much More Delivered To Your Inbox For Free. 
Submit
We Will Not Spam, Rent, or Sell Your Information.
All emails include an unsubscribe link. You may opt-out at any time. See our privacy policy.
 
Close