William Blair Continues the Expansion of Private Wealth Management with the Addition of Lawrence D. Gilbert

CHICAGO--()--William Blair, a global investment banking and asset management firm, today announced the addition of Lawrence D. Gilbert as a vice president and financial advisor in the firm’s Chicago office. Mr. Gilbert, a veteran financial advisor, focuses on business owners, high-net-worth families, and private foundations.

“We are selectively expanding with the right people,” said Ryan DeVore, William Blair’s head of Private Client Advisors. “Larry is a great addition to William Blair’s team of talented financial advisors. Our financial advisors average more than 20 years of industry experience, they understand each client’s unique circumstances, and put their clients’ interest first.”

Mr. Gilbert has more than 24 years in financial services and joins William Blair from Credit Suisse, where he was a director in its Private Bank. Before that, he served at High Tower Advisors and at Goldman Sachs in their Private Wealth Management divisions. Before his years in private wealth, Mr. Gilbert worked for eight years as a professional market maker on the Chicago Board Options Exchange, trading a portfolio of index and equity-based options and futures. He received his M.B.A. from the Booth School at the University of Chicago and B.A. in economics from Pennsylvania State University.

Earlier this year, William Blair announced the addition of the Barbara J. Cummings, Robert H. Kjellman, and Carl J. (C.J.) Young, along with investment resource associate Karen M. Eames and sales assistant Gillian Koch, to the firm’s Private Wealth Management team in Boston.

William Blair is increasingly known for its prominence in the asset management business, with a global footprint of more than $72 billion as of September 30, 2015. The firm also has been a well-respected provider of private wealth management services for more than 80 years, and was recently recognized as one of the top 40 wealth management firms by Barron’s¹. The firm works with affluent private investors, families, and entrepreneurs to provide innovative and sophisticated wealth management solutions. With more than $16.7 billion in private wealth assets as of September 30, 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

William Blair 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. Barron’s, “2015 America’s Top 40 Wealth Management Firms,” 9/28/15. Ranked by assets under management in accounts of $5 million or more as of 3/31/2015.

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Contacts

William Blair & Company
Tony Zimmer, 312-364-8611
tzimmer@williamblair.com

Release Summary

William Blair, a global investment banking and asset management firm, today announced the addition of Lawrence D. Gilbert as a vice president and financial advisor in the firm’s Chicago office.

Contacts

William Blair & Company
Tony Zimmer, 312-364-8611
tzimmer@williamblair.com