Our Purpose

Client-Focused

Dynamic and Evolving

Visionary

Values-Based

Impact-Driven

Putting Great Talent to Good Use

What we do is defined by what we believe, and it all starts with clients. A stable foundation topped with dynamic growth helps retain talent, ensuring our best investment minds are working on clients’ behalf. Our uncompromising integrity leads us to make decisions based on what’s best for clients. And our broad-based, active ownership means we build client relationships that last for years (even decades) rather than quarters.

Client-Focused

Connecting With Clients

A lot of clients become involved in my life. They get to know my family; I get to know their family.

Dan Courtright
TAFT-HARTLEY NEW BUSINESS DEVELOPMENT AND CLIENT SERVICE

Considering Client Needs

 We really listen to our clients when developing products, and sales meets regularly with product management to communicate what needs we see in the market. Recently, at clients’ request, we launched two new strategies to meet expected client demand and access new markets: Emerging Markets ex China Growth and U.S. Equity Sustainability. 

Madison Wright

 INSTITUTIONAL BUSINESS DEVELOPMENT ASSOCIATE

Dynamic and Evolving

Embracing Change

I’ve worked at large financial institutions for virtually my whole career. What attracted me to William Blair is that the firm is independent and employee owned, which promotes team and individual initiative. The firm is large enough to be meaningful in the markets yet agile enough to embrace change.

Margaret Laska
EQUITY RESEARCH ASSOCIATE, U.S. GROWTH AND CORE EQUITY TEAM

SUPPORTING EVOLUTION

When I interviewed at William Blair, it was smaller then, under the radar, and felt like going into the unknown. I thought of it as an adventure. I imagined I’d try it for a few years. But I grew with the firm, and here I am 21 years later.

Julie Stevens, CFA
CLIENT SERVICES MANAGER

Several years into working at William Blair, I started going to business school and exploring next steps. Everyone at William Blair was supportive. I got to evolve within the firm.

Monika Budyn
GLOBAL RESEARCH ASSOCIATE, GLOBAL EQUITY TEAM

Visionary

Beyond ESG

While many equate sustainability solely with ESG considerations in investing, within IM we consider sustainability in a broader lens— such as building sustainable engagement and deep relationships with our clients; fostering a sustainable culture underpinned by our values; generating sustainable growth in our firm; and incorporating sustainability factors and their opportunities and risks from an investment perspective.

Blake Pontius, CFA
DIRECTOR OF SUSTAINABLE INVESTING

OUR VISION

Our vision is to be the premier global investment management boutique, focused on delivering strong client results. We strive to invest and operate for a sustainable future and to create enduring value for our clients, colleagues, and communities.

 

OUR VISION—IN OUR COLLEAGUES’ WORDS

To me, the IM vision represents the crystallization of our thinking about how we make ourselves better in a sustainable fashion. I believe we will be better for it—better for our clients, colleagues, and communities.

Gurvie Grewal
CLANALYST, THEMATIC STRATEGY TEAM

Investing and operating for a sustainable future is about creating value and staying competitive. We have to identify and adapt to the structural changes occurring around us.

Shivani Patel
SUSTAINABILITY ANALYST, U.S. GROWTH AND CORE EQUITY TEAM

I think of our vision statement as a guidepost as we continue to grow and evolve—a constant reminder that we’re not acting in a vacuum and must consider the impact of our actions on key stakeholders across our clients, colleagues, and communities.

Xiaowei Hargrove
LEAD STRATEGY ANALYST

In order to deliver on client and employee success, it’s imperative that we know who we are as a firm today and where we’re headed in the future.

Carla Ramirez
SENIOR MARKETING SPECIALIST, RFP

Values-Based

Doing the Right Thing

I’ve been at William Blair for 11 years. This is a company that always tries to do right by its stakeholders. 

Walter Barr, CFA
DERIVATIVES TRADER

 

Impact-Driven

More Than a Paycheck

We want our colleagues see their work as more than a paycheck; ultimately, they should feel like they’re doing something positive—for our clients and for our communities.

Jamie Dunham
FINANCIAL INSTITUTIONS & NATIONAL ACCOUNTS

 

OUR PEOPLE, OUR COMMUNITIES

I volunteer to help a voiceless portion of our community—the homeless pet population. I have fostered 165-plus cats and kittens. Volunteering with animals has its challenges, but it also brings tremendous joy, and it’s the most rewarding experience of my life.

Gloria Warshaw
MARKETING MANAGER

I didn’t realize just how much value we can add to wildlife conservation in urban areas until I saw us working together. A small act can make a big difference if made by a lot of people!

Alexandra Symeonidi, CFA
CORPORATE CREDIT ANALYST, EMERGING MARKETS DEBT TEAM

I teach financial literacy. The young people I work with have so many obstacles but they persevere. I was walking in the loop last summer and I heard, “Miss Heidi.” It was a student who had gotten a summer job and opened a bank account. That made my day—maybe my year!

Heidi Albert
RESEARCH MANAGER, GLOBAL EQUITY & U.S. GROWTH AND CORE EQUITY TEAMS

I lost my youngest brother, Randy, in 2016, to an unexpected heroin/fentanyl overdose. This has driven me to raise funds and awareness for substance use disorder to help those battling addiction. I partner with The PATH to Recovery Foundation.

Cliff Kalish, CFA (Pictured Right)
SENIOR CLIENT RELATIONSHIP MANAGER

Visit the PATH to Recovery Foundation website

Our Community Partners

An important component of our mission is engaging in the community. By volunteering with community partners in each of our global offices, our colleagues around the world are making a difference.

Our Purpose

Putting Great Talent to Good Use

What we do is defined by what we believe, and it all starts with clients. A stable foundation topped with dynamic growth helps retain talent, ensuring our best investment minds are working on clients’ behalf. Our uncompromising integrity leads us to make decisions based on what’s best for clients. And our broad-based, active ownership means we build client relationships that last for years (even decades) rather than quarters.

Client-Focused

Connecting With Clients

A lot of clients become involved in my life. They get to know my family; I get to know their family.

Dan Courtright
TAFT-HARTLEY NEW BUSINESS DEVELOPMENT AND CLIENT SERVICE

Considering Client Needs

 We really listen to our clients when developing products, and sales meets regularly with product management to communicate what needs we see in the market. Recently, at clients’ request, we launched two new strategies to meet expected client demand and access new markets: Emerging Markets ex China Growth and U.S. Equity Sustainability. 

Madison Wright

 INSTITUTIONAL BUSINESS DEVELOPMENT ASSOCIATE

Dynamic and Evolving

Embracing Change

I’ve worked at large financial institutions for virtually my whole career. What attracted me to William Blair is that the firm is independent and employee owned, which promotes team and individual initiative. The firm is large enough to be meaningful in the markets yet agile enough to embrace change.

Margaret Laska
EQUITY RESEARCH ASSOCIATE, U.S. GROWTH AND CORE EQUITY TEAM

SUPPORTING EVOLUTION

(Tap photo to reveal quote.)

When I interviewed at William Blair, it was smaller then, under the radar, and felt like going into the unknown. I thought of it as an adventure. I imagined I’d try it for a few years. But I grew with the firm, and here I am 21 years later.

Julie Stevens, CFA
CLIENT SERVICES MANAGER

Several years into working at William Blair, I started going to business school and exploring next steps. Everyone at William Blair was supportive. I got to evolve within the firm.

Monika Budyn
GLOBAL RESEARCH ASSOCIATE, GLOBAL EQUITY TEAM

Visionary

Beyond ESG

While many equate sustainability solely with ESG considerations in investing, within IM we consider sustainability in a broader lens— such as building sustainable engagement and deep relationships with our clients; fostering a sustainable culture underpinned by our values; generating sustainable growth in our firm; and incorporating sustainability factors and their opportunities and risks from an investment perspective.

Blake Pontius, CFA
DIRECTOR OF SUSTAINABLE INVESTING

OUR VISION

Our vision is to be the premier global investment management boutique, focused on delivering strong client results. We strive to invest and operate for a sustainable future and to create enduring value for our clients, colleagues, and communities.


PLAY VIDEO

Evolutionary, Not Revolutionary

00:41
We’ve long considered ESG factors in our investment processes and tried to be sustainable in our acdtions; our vision statement is simply a natural progression of those considerations.

OUR VISION—IN OUR COLLEAGUES’ WORDS

(Tap photo to reveal quote.)

To me, the IM vision represents the crystallization of our thinking about how we make ourselves better in a sustainable fashion. I believe we will be better for it—better for our clients, colleagues, and communities.

Gurvie Grewal
CLANALYST, THEMATIC STRATEGY TEAM

Investing and operating for a sustainable future is about creating value and staying competitive. We have to identify and adapt to the structural changes occurring around us.

Shivani Patel
SUSTAINABILITY ANALYST, U.S. GROWTH AND CORE EQUITY TEAM

I think of our vision statement as a guidepost as we continue to grow and evolve—a constant reminder that we’re not acting in a vacuum and must consider the impact of our actions on key stakeholders across our clients, colleagues, and communities.

Xiaowei Hargrove
SENIOR PRODUCT MANAGER

In order to deliver on client and employee success, it’s imperative that we know who we are as a firm today and where we’re headed in the future.

Carla Ramirez
SENIOR MARKETING SPECIALIST, RFP

Values-Based

Doing the Right Thing

I’ve been at William Blair for 11 years. This is a company that always tries to do right by its stakeholders. 

Walter Barr, CFA
DERIVATIVES TRADER

 

Impact-Driven

More Than a Paycheck

We want our colleagues see their work as more than a paycheck; ultimately, they should feel like they’re doing something positive—for our clients and for our communities.

Jamie Dunham
FINANCIAL INSTITUTIONS & NATIONAL ACCOUNTS

OUR PEOPLE, OUR COMMUNITIES

(Tap photo to reveal quote.)

I volunteer to help a voiceless portion of our community—the homeless pet population. I have fostered 165-plus cats and kittens. Volunteering with animals has its challenges, but it also brings tremendous joy, and it’s the most rewarding experience of my life.

Gloria Warshaw
MARKETING MANAGER

I didn’t realize just how much value we can add to wildlife conservation in urban areas until I saw us working together. A small act can make a big difference if made by a lot of people!

Alexandra Symeonidi, CFA
CORPORATE CREDIT ANALYST, EMERGING MARKETS DEBT TEAM

I teach financial literacy. The young people I work with have so many obstacles but they persevere. I was walking in the loop last summer and I heard, “Miss Heidi.” It was a student who had gotten a summer job and opened a bank account. That made my day—maybe my year!

Heidi Albert
RESEARCH MANAGER, GLOBAL EQUITY & U.S. GROWTH AND CORE EQUITY TEAMS

I lost my youngest brother, Randy, in 2016, to an unexpected heroin/fentanyl overdose. This has driven me to raise funds and awareness for substance use disorder to help those battling addiction. I partner with The PATH to Recovery Foundation.

Cliff Kalish, CFA (Pictured Right)
SENIOR CLIENT RELATIONSHIP MANAGER

Visit the PATH to Recovery Foundation website

Our Community Partners

An important component of our mission is engaging in the community. By volunteering with community partners in each of our global offices, our colleagues around the world are making a difference.


PLAY VIDEO

An Organization That Cares

00:59
We care about the things our colleagues care about. We support their charitable giving with a paid day off to volunteer every year and a 1:1 donation match (which sometimes is upped to 2:1 for more severe global crisis, such as the war in Ukraine or bushfires in Australia).

Our People

Our Approach

Create an
Enduring Partnership

Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.

CONTACT:

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