William Blair & Co. said Monday that added three financial advisors to their Boston office. This includes Barbara J. Cummings, Robert H. Kjellman and Carl J. (C.J.) Young, along with investment resource associate Karen Eames. The executives join Blair’s Private Wealth Management Group from Boston Private Wealth LLC.
CHICAGO & BOSTON–(BUSINESS WIRE)–William Blair & Company, a global investment banking and asset management firm, today announced the addition of three veteran financial advisors to the Boston office. The team of Barbara J. Cummings, Robert H. Kjellman, and Carl J. (C.J.) Young, along with investment resource associate Karen M. Eames, joins the firm’s growing Private Wealth Management Group from Boston Private Wealth LLC. The team, with decades of cumulative experience, will serve high-net-worth individuals and their families, business owners, foundations, and endowments by building customized portfolios designed according to each client’s unique needs and objectives.
“For decades, we have been proud to service business owners and institutional investors through research, investment banking, and institutional trading in the Boston and New England market,” said John R. Ettelson, president and chief executive officer. “Expanding our private wealth business is a natural progression as we remain focused on world-class client service and execution.”
“Our firm’s heritage was built on a commitment to serving client needs first. We immediately recognized that this well-established team of Barb, Karen, Bob, and C.J. shared these values, which is why we’re excited to have them join us,” said Ryan DeVore, William Blair’s head of Private Client Advisors. “Our financial advisors average more than 20 years of industry experience. We are committed to attracting and retaining the highest levels of talent to ensure our clients’ continued success.”
“William Blair is an excellent cultural fit for us. We see their investment in a leading-edge technology platform as a tremendous resource,” said C.J. Young on behalf of the team. “We have long admired the firm’s research, and fixed income and equity investment banking capabilities, and look forward to joining such a highly regarded firm.”
William Blair is increasingly known for its prominence in the asset management business, with a global footprint of more than $77 billion as of March 31, 2015. The firm also has been a well-respected provider of private wealth management services for more than 80 years, and was recently recognized by Crain’s¹ as the No. 10 money manager in Chicago in 2014. The firm works with affluent private investors, families, and entrepreneurs to provide innovative and sophisticated wealth management solutions. With more than $18 billion in private wealth assets as of March 31, 2015, the firm’s advisors deliver both the resources of a large, full-service firm and the hands-on approach of a sophisticated boutique.
About William Blair & Company
William Blair & Company is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with offices in 16 cities across five continents. For more information, please visit williamblair.com.
1. Crain’s Chicago Business, “Chicago’s Largest Money Managers,” 3/21/15. Ranked by total AUM as of December 31, 2014. Assets managed out of the Chicago office only. All firms are either based in the six-county Chicago area or have a separate, branded division conducting money management locally.
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