Tony Mavrellos
Wealth Advisor Associate
About Tony
Antonios (Tony) Mavrellos is a wealth advisor associate with William Blair’s Private Wealth Management group. He is an Investment Advisor Representative (IAR) and CERTIFIED FINANCIAL PLANNER™. He works with individuals, families, and foundations to construct and manage portfolios in accordance with their investment objectives using, when appropriate, a financial plan to assess risk, identify suitable investment strategies, determine optimal asset allocation, and offer income strategies. Tony also has experience in corporate retirement plans, particularly in participant education, fee benchmarking, and vendor selection. Before joining the firm, he was a portfolio manager with Brown Advisory Securities, LLC.
Tony received his undergraduate degree from the University of Maryland, College Park.
About William Blair
William Blair is a premier global boutique 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.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.