William Blair, a global investment banking and asset management firm, has added three financial advisers to its New York office on 5th Avenue.
The group of advisers include: Jill Harvey, vice president, financial advisor; Linda Sutkin, vice president, financial adviser; and Richard Arkwright, financial adviser.
In addition to the advisers, joining the firm are Alexei Lee, portfolio investment specialist; Bernadette Eliassen, registered portfolio associate; and Sonia Survilla, registered portfolio associate.
Harvey, Arkwright, and Eliassen join William Blair from Fieldpoint Private Advisors, while Sutkin, Lee, and Survilla join from Wall Street Access. The financial advisers collectively have more than 80 years of industry experience and managed more than USD350 million in client assets. The advisers serve high-net-worth individuals and their families, business owners, non-profits, foundations, and endowments.
"We are focused on serving a sophisticated clientele that values comprehensive financial advice. We continue to selectively expand our Private Wealth business with very high-quality professionals in key markets, and we're proud to expand in New York," says Ryan DeVore, partner and head of private client advisers for William Blair.
"We have always admired William Blair's strong reputation and independent, partnership culture," says Sutkin. "The firm has accessible and expansive resources available to their clients and we're excited to help serve the New York market."