William Blair Private Wealth Management Opens Dallas Office with New Advisory Team

Four-person team led by Ryan Berube and Allen Abney establishes the firm’s Private Wealth Management presence in Dallas

DALLAS--(BUSINESS WIRE)--William Blair Private Wealth Management today announced the opening of an office in Dallas with the addition of a four-person wealth advisory team led by Ryan Berube and Allen Abney, managing directors and wealth advisors.

The team advises high-net-worth and ultra-high-net-worth individuals and families, corporate executives, entrepreneurs, family offices, and foundations. The Dallas office expands William Blair’s ability to serve clients in Texas with local advisors backed by the broader capabilities of the firm. The team joined from UBS Private Wealth Management.

“Dallas is an incredible city and market with a thriving business owner and high net worth community; this is a wonderful team to help further our reach in Texas,” said Ryan DeVore, head of William Blair Private Wealth Management. “Ryan, Allen, and their team bring deep experience, sound judgment, and a highly personal approach to client relationships. They share our partnership culture and long-term perspective.”

Berube, a CFP® professional with more than three decades of experience, previously led wealth management teams at UBS, Credit Suisse, U.S. Trust, and J.P. Morgan. A former competitive swimmer, he won an Olympic gold medal anchoring the U.S. 4x200-meter freestyle relay team at the 1996 Olympic Games in Atlanta.

Abney has spent nearly two decades in financial services, previously at UBS and Credit Suisse. Before entering financial services, Abney served as a presidential spokesperson at the White House in the George W. Bush administration, and prior to that as a government and public affairs consultant.

“William Blair’s independent, employee-owned partnership and focus on enduring client relationships align closely with how we have built our practice,” said Berube. “We are excited to open the Dallas office and to bring clients the combination of personal accountability and firmwide resources that drew us to William Blair.”

“Dallas is an important and dynamic market, and we see a meaningful opportunity to serve clients here with comprehensive advice across investing, wealth planning, lending, and philanthropy,” said Abney. “We look forward to building William Blair’s presence in the community while continuing to provide the close, responsive service our clients expect.”

William Blair Private Wealth Management has $85.9 billion in client assets and 138 wealth advisors as of September 30, 2026. The business advises high-net-worth individuals and families, foundations, and endowments on investing, wealth planning, lending, and philanthropy. It also serves family- and founder-owned businesses approaching liquidity events, with capabilities that include pre-liquidity planning, private-share transactions, philanthropy strategies, and legacy planning.

About William Blair

William Blair is the premier global partnership 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 30 offices worldwide.* See: www.williamblair.com

*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.