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The McMullan Team

 
William Blair Private Wealth Management

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  • Steve Fortner

    Steve Fortner

    Senior Client Relationship Associate

    +1 312 801 7739
    View profile

About William Blair

William Blair is a 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 20 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 147 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • Your 2024 and 2025 Tax Reference Guides

    Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.

    Read more
  • Woman at a computer

    Risk: Understanding and Managing an Inevitable Part of Investing

    Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

    Read more

  • Financing a College Education: Options to Consider

    Tips for developing the best strategy while keeping your financial goals intact.

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See more thought leadership

Our Latest News

  • William Blair Adds Secondaries Lead in Europe

    William Blair announced today the continued growth of the firm’s Private Capital Advisory team in Europe with the addition of Tim-Oliver Seidel.

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  • William Blair Initiates Coverage of Two Companies Developing Retinal Disease Therapies

    William Blair initiated research coverage of Kalaris Therapeutics, Inc. (KLRS $7.08) and Ocular Therapeutix, Inc. (OCUL $6.36), both biotechnology companies developing therapies for the treatment of retinal vascular diseases.

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  • Savers Value Village, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Savers Village Value, Inc. (SVV $7.02), the largest for-profit thrift operator in the U.S. and Canada.

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See more news

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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