Our People

Different Perspectives, Singular Focus

At William Blair, we have unique voices but shared values. Each investment team stays true to its philosophy, but a culture of deep curiosity and conviction promotes flexibility and ongoing improvements. In the end, thanks to our broad-based employee ownership structure, everyone wins: everything we do aligns with our clients’ long-term interests, and employees are rewarded based on their contributions.

Talented Colleagues

Incisive Minds

I like being able to interact with so many smart people; you never stop learning.

Esteban Gonzalez Rosell
GLOBAL RESEARCH ANALYST, GLOBAL EQUITY TEAM

96%

of portfolio managers and analysts have earned advanced degrees or are CFA charterholders1

10

Employees with CFA Institute
Certificate in ESG investing1

10

Employees with CFA Institute
Certificate in ESG investing1

1 As of 9/30/22.

Diversity, Equity, and Inclusion

Expanding Opportunities

When I took on the role as head of investment management, I noticed that a lot of our roles required undergraduate degrees in economics or accounting or finance. And I thought to myself, ‘I wouldn’t be hired here today,’ because I studied liberal arts. So I made a change in how we recruit, because I think that in order to have a robust culture solid decision-making, you need people who have different ways of thinking.

Stephanie Braming, CFA, Partner
GLOBAL HEAD OF INVESTMENT MANAGEMENT

Download PDF:
Our Commitment to Inclusion and Diversity

32.5%

of new hires are racially/ethnically diverse1

20+

Years Investment Management has
been led by a woman1

44.4%

of new hires are women1

100%

Our score on the Human Rights Campaign’s
Corporate Equality Index1

1 As of 12/31/21. New hires from 2018-2021. Excludes non-U.S. colleagues.

2 Human Rights Campaign’s Corporate Equality Index is a national benchmarking survey and report measuring company policies and practices related to LGBTQ workplace equality.

FACES OF INVESTMENT MANAGEMENT

I grew up on the near north side of Chicago, in the now demolished Cabrini-Green housing project. When I graduated from high school, I wanted to go to a four-year college but couldn’t afford it, so I started working in the mail room of a brokerage firm.

Corwin Marbly
ADMINISTRATIVE ASSISTANT

I was born in Argentina, and my childhood was marked by the dictatorship. There was so much hardship and danger, one day we left—nine of us, including my grandparents—without telling anybody.

Romina Graiver, Partner
PORTFOLIO SPECIALIST, GLOBAL EQUITY TEAM

I was born in South Africa, which was going through a very tumultuous period. After a violent episode on my way to school, my mom finally said, “I don’t want to raise my kids in this environment,’’and we moved to the Netherlands.

Yvette Babb
PORTFOLIO MANAGER, EMERGING MARKETS DEBT TEAM

My parents came to the United States from Mexico when they were in their mid-teens. I was one of only two Mexican kids in my class. I looked different and I had different food in my lunch. It was a culture shock.

James Dominguez
CLIENT RELATIONSHIP MANAGER

Our Diversity Partners

Because organizations benefit when diverse teams work together to solve complex challenges, we actively support leading diversity organizations to foster greater inclusion.

Breaking Barriers to Inclusion

Our business resource groups play an important role in supporting our goal of total inclusion at William Blair by enhancing employee engagement and driving change.

As one of the co-chairs for the multicultural business resource group ONE Alliance, we help create a culture of engagement and inclusivity for our members by leveraging the power of personal storytelling, fostering one-on-one connections, and creating learning opportunities.

Xiaowei Hargrove

SENIOR PRODUCT MANAGER

PLAY VIDEO

Accelerating Diversity in Asset Management

02:11

By co-sponsoring a rotational development program with two other firms, we hope to attract graduates who would otherwise not explore careers in asset management.

Collaboration

Camraderie and Decency

As I got to know the people at William Blair, I could tell that not only is there a drive to do a great job for clients and be successful and grow, but a sense of decency and a camaraderie.

Gary Merwitz
PORTFOLIO MANAGER AND RESEARCH ANALYST, U.S. VALUE EQUITY TEAM

PLAY VIDEO

The Power of Teams

01:00

At William Blair, our team members are more than just job functions; they’re people with unique backgrounds and interests, and we celebrate that. We take the time to get to know the person behind the job.

Curiosity

Curious—About Everything

I love pursuing new information and testing my assumptions against new perspectives. Understanding how the world is changing and where our companies fit is a fascinating exercise.

Danny Goode
RESEARCH ASSOCIATE, U.S. GROWTH AND CORE EQUITY TEAM

PLAY AUDIOGRAM

Where Ideas Go to Procreate

00:33

Colleagues’ curiosity is on full display at our global equity team’s learning lunches, where team members discuss a topic that interests them—from finance to pop culture. Hear our perspective from Jay Kannan, CFA, Global Research Analyst, Global Equity Team.

Seeking New Opportunities

We’re always looking to uncover cutting-edge business models, so our team looked for a new way to make it easy and fun to identify these opportunities by creating a space for what we call “new company discovery,” where research associates lead periodic discussions of newly discovered companies and emerging themes. Ultimately, the goal is to identify future investment opportunities for our portfolios.

One element of investing that we really embrace is looking for the next new thing—the innovators, the disruptors—the potential winners of tomorrow. And we felt we needed a separate space where we can just discover new companies.

Bill Benton, CFA, Partner
CO-DIRECTOR OF RESEARCH AND RESEARCH ANALYST, GLOBAL EQUITY TEAM

Our leadership teams foster a culture that rewards curiosity. Only in this way can we promote an environment in which consistent alpha generation can flourish.

Stephanie Braming, CFA, Partner
GLOBAL HEAD OF INVESTMENT MANAGEMENT

Pictured Left, Chelsea Harvey, Administrative Assistant, U.S. Value Equity and Emerging Markets Debt Teams; Right, Meredith Stephani, Office Administrator.

Engagement

Where People Want to
Work

Every level of the management that I have experienced so far in my 11 months here makes you feel valued as not only a team member but as an individual as well. The overall morale and culture of the people who work here is very positive and encouraging.

Anonymous Comment
from 2021 Pensions & Investments Employee Survey

Why We’re a Best Place to Work

 

William Blair Investment Management was listed among firms with 100 to 499 employees. Results are based on a two-part process comprised of employee surveys and an employer questionnaire.

A CARING COVID RESPONSE

I was hired during the pandemic, and the way William Blair onboarded me and gave me opportunities to develop, despite the environment, made me choose this opportunity over others.

Sami Lange
MARKETING SPECIALIST

I never felt unsafe working for William Blair during the pandemic. Whether I came into the office or not was my choice, and the protocols for those who were in the office felt very safe.

Abigail Lochotzki
LEAD MARKETING SPECIALIST

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