Bringing you live news and features since 2006 

William Blair expands private wealth management in New York

RELATED TOPICS​

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."

Latest News

Solactive writes that it has expanded its collaboration with Kiwoom Asset Management by providing the underlying indices to the KIWOOM..
MSCI has announced the launch of MSCI Private Capital Indexes, writing that with growing investor interest in private markets, high..
Matteo Greco, Research Analyst at Fineqia International, writes that bitcoin (BTC) ended the week at approximately USD68,150, marking a 12.1..
Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by