William Blair and Company
Industry: Financial services company
DescriptionWilliam Blair & Company is American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. Assets under management: 93.4 billion USD (December 2017) Headquarters: Chicago, Illinois, United States Founder: William M. Blair Founded: 8 January 1935 Executives: John R. Ettelson (CEO, President), Subsidiaries: William Blair International Limited,
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William Blair and Company Employees
Employee
Years
Job
Industry
Jennifer Patrick Jennifer Patrick's William Blair and Company Experience 2000 - 2003
Job Software Engineer
Industry Computer Software
Experience
Zipdrug May 2015 - August 2015
Makr 2015 - 2015
Alphaworks 2013 - 2015
Progressive Impressions International 2013 - 2013
Digg 2012 - 2013
Jardogs 2011 - 2013
University of Illinois 2010 - 2010
University of Illinois Global Campus 2007 - 2009
ShareThis 2004 - 2007
William Blair and Company 2000 - 2003
Skills
SQL, Project Management, Software Development, JavaScript, .NET, ASP.NET MVC, Testing, REST, Mobile Applications, Web Services, HTML, MVC, C#, Subversion, Java, Agile Methodologies, JSON, Git, HTML 5, XML, Visual Studio, Microsoft SQL Server, Perl, Linux, jQuery, Databases
Education
University of Illinois at Urbana-Champaign 1994 — 2005
BS, Computer Science, Music
Zipdrug May 2015 - August 2015
Makr 2015 - 2015
Alphaworks 2013 - 2015
Progressive Impressions International 2013 - 2013
Digg 2012 - 2013
Jardogs 2011 - 2013
University of Illinois 2010 - 2010
University of Illinois Global Campus 2007 - 2009
ShareThis 2004 - 2007
William Blair and Company 2000 - 2003
Skills
SQL, Project Management, Software Development, JavaScript, .NET, ASP.NET MVC, Testing, REST, Mobile Applications, Web Services, HTML, MVC, C#, Subversion, Java, Agile Methodologies, JSON, Git, HTML 5, XML, Visual Studio, Microsoft SQL Server, Perl, Linux, jQuery, Databases
Education
University of Illinois at Urbana-Champaign 1994 — 2005
BS, Computer Science, Music
Kalyn Chomko Kalyn Chomko's William Blair and Company Experience September 2011 - November 2011
Job Dog walker
Industry Staffing and Recruiting
Experience
Citizen Hound April 2013 - Present
Sage Human Capital May 2012 - April 2013
Chicagoland Methodist Senior Services November 2011 - March 2012
William Blair and Company September 2011 - November 2011
Meadowood Napa Valley April 2010 - August 2011
EMK Advisors January 2010 - May 2011
Skills
Marketing Communications, Leadership, Product Marketing, Product Management
Education
University of San Francisco 2013 — 2016
Masters in Counseling Psychology, Marriage and Family Therapy/Counseling
University of San Francisco 2009 — 2011
BA, Communication Studies
University of Wisconsin-Madison 2005 — 2007
Communication Arts
Citizen Hound April 2013 - Present
Sage Human Capital May 2012 - April 2013
Chicagoland Methodist Senior Services November 2011 - March 2012
William Blair and Company September 2011 - November 2011
Meadowood Napa Valley April 2010 - August 2011
EMK Advisors January 2010 - May 2011
Skills
Marketing Communications, Leadership, Product Marketing, Product Management
Education
University of San Francisco 2013 — 2016
Masters in Counseling Psychology, Marriage and Family Therapy/Counseling
University of San Francisco 2009 — 2011
BA, Communication Studies
University of Wisconsin-Madison 2005 — 2007
Communication Arts
Elli Greybar's William Blair and Company Experience June 2008 - August 2008
Job Senior Associate at PwC Financial Services Avisory
Industry Management Consulting
Experience
PwC March 2015 - Present
Aon Hewitt March 2014 - March 2015
Aon Hewitt May 2013 - March 2014
Aon Hewitt January 2011 - May 2013
Aon Consulting, Inc. July 2009 - December 2010
William Blair and Company June 2008 - August 2008
Skills
Excel, PowerPoint, Financial Analysis, Strategic Planning, Client Services, Operations, Project Planning, Project Implementation, Survey Development, Market Research, Global Operations, Modeling, Portfolio Management, Investments, Microsoft Excel, Finance, Project Management, Management Consulting, Strategy
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BA, Finance
PwC March 2015 - Present
Aon Hewitt March 2014 - March 2015
Aon Hewitt May 2013 - March 2014
Aon Hewitt January 2011 - May 2013
Aon Consulting, Inc. July 2009 - December 2010
William Blair and Company June 2008 - August 2008
Skills
Excel, PowerPoint, Financial Analysis, Strategic Planning, Client Services, Operations, Project Planning, Project Implementation, Survey Development, Market Research, Global Operations, Modeling, Portfolio Management, Investments, Microsoft Excel, Finance, Project Management, Management Consulting, Strategy
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BA, Finance
Anne (Spellman) Lundberg, CAIA Anne (Spellman) Lundberg, CAIA's William Blair and Company Experience May 2007 - September 2008
Job Managing Director, Head of North America Consultant Relations at Man
Industry Investment Management
Experience
Man March 2013 - Present
Putnam Investments December 2010 - March 2013
Putnam Investments November 2008 - December 2009
William Blair and Company May 2007 - September 2008
Capital Guardian Trust Company January 1993 - April 2007
Skills
Equities, Fixed Income, Hedge Funds, Defined Benefit, Institutional Investors, Long/Short Equity, Managed Futures, Volatility, Distressed Debt, Currency
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance
University of Northern Iowa 1985 — 1989
BA, English Literature, Journalism Minor
Man March 2013 - Present
Putnam Investments December 2010 - March 2013
Putnam Investments November 2008 - December 2009
William Blair and Company May 2007 - September 2008
Capital Guardian Trust Company January 1993 - April 2007
Skills
Equities, Fixed Income, Hedge Funds, Defined Benefit, Institutional Investors, Long/Short Equity, Managed Futures, Volatility, Distressed Debt, Currency
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance
University of Northern Iowa 1985 — 1989
BA, English Literature, Journalism Minor
Kaila Krum's William Blair and Company Experience May 2011 - August 2011
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2012 - Present
The University of Iowa Krause Fund August 2011 - December 2011
The University of Iowa Accounting Department August 2011 - December 2011
William Blair and Company May 2011 - August 2011
Ameritas Group May 2008 - August 2010
Skills
Valuation, Analysis, DCF, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Equity Research, Equities, Equity Valuation, Forecasting, Competitive Analysis, Series 63, Strategic Financial..., Series 7, Due Diligence, Capital Markets
Education
University of Iowa 2008 — 2012
B.B.A., Finance
William Blair & Company June 2012 - Present
The University of Iowa Krause Fund August 2011 - December 2011
The University of Iowa Accounting Department August 2011 - December 2011
William Blair and Company May 2011 - August 2011
Ameritas Group May 2008 - August 2010
Skills
Valuation, Analysis, DCF, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Equity Research, Equities, Equity Valuation, Forecasting, Competitive Analysis, Series 63, Strategic Financial..., Series 7, Due Diligence, Capital Markets
Education
University of Iowa 2008 — 2012
B.B.A., Finance
Cliff Kalish's William Blair and Company Experience September 2011 - December 2014
Job Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
William Blair and Company September 2011 - December 2014
Calamos Investments October 2005 - September 2011
Ellwood Associates February 2000 - October 2005
Skills
Alternative Investments, Mutual Funds, Equities, Investments, Series 7, Hedge Funds, Asset Allocation, Fixed Income, Series 63, Asset Managment, Financial Services, Securities
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics/Finance
William Blair & Company January 2015 - Present
William Blair and Company September 2011 - December 2014
Calamos Investments October 2005 - September 2011
Ellwood Associates February 2000 - October 2005
Skills
Alternative Investments, Mutual Funds, Equities, Investments, Series 7, Hedge Funds, Asset Allocation, Fixed Income, Series 63, Asset Managment, Financial Services, Securities
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics/Finance
Jason Arnold Jason Arnold's William Blair and Company Experience December 2009 - Present
Job Vice President at William Blair & Company
Industry Investment Banking
Experience
William Blair and Company December 2009 - Present
Crowe Capital Markets August 2008 - December 2009
Source Capital, Ltd August 2006 - August 2008
Ernst & Young August 2004 - August 2006
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Finance, Analysis, Business Travel
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Master of Science (MS), Accounting
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science (BS), Finance, General
William Blair and Company December 2009 - Present
Crowe Capital Markets August 2008 - December 2009
Source Capital, Ltd August 2006 - August 2008
Ernst & Young August 2004 - August 2006
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Finance, Analysis, Business Travel
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Master of Science (MS), Accounting
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science (BS), Finance, General
Ryan Domyancic, CFA Ryan Domyancic, CFA's William Blair and Company Experience August 2011 - Present
Job Equity Research Associate at William Blair and Company
Industry Financial Services
Experience
William Blair and Company August 2011 - Present
Houlihan Lokey July 2010 - August 2011
AirFinance Capital and Leasing June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Prime International Trading June 2007 - August 2007
Accenture June 2006 - August 2006
Education
University of Iowa - Graduate College 2009 — 2010
Masters, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance, Accounting
Benet Academy 2001 — 2005
High School
William Blair and Company August 2011 - Present
Houlihan Lokey July 2010 - August 2011
AirFinance Capital and Leasing June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Prime International Trading June 2007 - August 2007
Accenture June 2006 - August 2006
Education
University of Iowa - Graduate College 2009 — 2010
Masters, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance, Accounting
Benet Academy 2001 — 2005
High School
Evelyn Hren's William Blair and Company Experience October 2009 - February 2012
Job Business Analyst at The Newport Group
Industry Investment Management
Experience
The Newport Group November 2014 - Present
William Blair & Company February 2012 - October 2014
William Blair and Company October 2009 - February 2012
KPMG Advisory February 2007 - July 2008
Societe Generale November 2005 - February 2007
Skills
Business Process..., System Implementations, Operational Due..., Derivatives, Operational Streamlining, Eagle PACE, Microsoft Excel, Cost Basis Reporting, Investments, Financial Analysis, Valuation, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Equities, Fixed Income, Financial Accounting, Equity Derivatives, Credit Derivatives, FX Derivatives, Exchange Traded..., Alternative Investments, Interest Rate Swaps, Equity Swaps, FX Swaps, Total Return Swaps, Variance Swaps, Markitwire, Eagle, Longview, Operational Analysis, Operational Risk..., Derivative Operations, Broadridge, Dodd-Frank, Global Regulatory..., Project Management, Financial Modeling, Financial Services, Finance, Business Analysis
Education
University of Central Florida 2001 — 2005
BSBA
The Newport Group November 2014 - Present
William Blair & Company February 2012 - October 2014
William Blair and Company October 2009 - February 2012
KPMG Advisory February 2007 - July 2008
Societe Generale November 2005 - February 2007
Skills
Business Process..., System Implementations, Operational Due..., Derivatives, Operational Streamlining, Eagle PACE, Microsoft Excel, Cost Basis Reporting, Investments, Financial Analysis, Valuation, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Equities, Fixed Income, Financial Accounting, Equity Derivatives, Credit Derivatives, FX Derivatives, Exchange Traded..., Alternative Investments, Interest Rate Swaps, Equity Swaps, FX Swaps, Total Return Swaps, Variance Swaps, Markitwire, Eagle, Longview, Operational Analysis, Operational Risk..., Derivative Operations, Broadridge, Dodd-Frank, Global Regulatory..., Project Management, Financial Modeling, Financial Services, Finance, Business Analysis
Education
University of Central Florida 2001 — 2005
BSBA
Art Schultz Art Schultz's William Blair and Company Experience 1985 - 1986
Job Managing Director, Transaction Management at CBRE
Industry Real Estate
Experience
CBRE October 2012 - Present
Hewlett-Packard 1990 - 2012
Townsend Company 1988 - 1989
The Balcor Company 1986 - 1988
William Blair and Company 1985 - 1986
LaSalle Partners 1978 - 1985
Skills
Real Estate Development, Real Estate, Corporate Real Estate, Property Management, Leases, Disposition, Real Estate Economics, Commercial Real Estate, Investment Properties, Real Estate Transactions, Tenant, Brokerage, Asset Management, Landlords, Property
Education
University of Arizona 1972 — 1977
Bachelor of Arts (B.A.), History
CBRE October 2012 - Present
Hewlett-Packard 1990 - 2012
Townsend Company 1988 - 1989
The Balcor Company 1986 - 1988
William Blair and Company 1985 - 1986
LaSalle Partners 1978 - 1985
Skills
Real Estate Development, Real Estate, Corporate Real Estate, Property Management, Leases, Disposition, Real Estate Economics, Commercial Real Estate, Investment Properties, Real Estate Transactions, Tenant, Brokerage, Asset Management, Landlords, Property
Education
University of Arizona 1972 — 1977
Bachelor of Arts (B.A.), History
Robert E. Long, Jr. Robert E. Long, Jr.'s William Blair and Company Experience January 1997 - June 1998
Job Vice President, Private Wealth Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2012 - Present
J.P. Morgan Private Bank August 2011 - October 2012
Calamos Investments January 2005 - January 2011
Atlantic Trust (Stein Roe & Farnham) June 2000 - January 2005
William Blair and Company January 1997 - June 1998
Prudential Asset Management Company August 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
The University of Chicago Booth School of Business
Executive Education Program
Fidelity Investments October 2012 - Present
J.P. Morgan Private Bank August 2011 - October 2012
Calamos Investments January 2005 - January 2011
Atlantic Trust (Stein Roe & Farnham) June 2000 - January 2005
William Blair and Company January 1997 - June 1998
Prudential Asset Management Company August 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
The University of Chicago Booth School of Business
Executive Education Program
Necia DeGroot Necia DeGroot's William Blair and Company Experience April 1997 - March 2014
Job Retired
Industry Accounting
Experience
William Blair and Company April 1997 - March 2014
Education
University of Nebraska-Lincoln
William Blair and Company April 1997 - March 2014
Education
University of Nebraska-Lincoln
Brendan Nyhan Brendan Nyhan's William Blair and Company Experience June 2011 - August 2014
Job Associate at OFS Management
Industry Financial Services
Experience
OFS Management September 2014 - Present
William Blair and Company June 2011 - August 2014
William Blair May 2009 - August 2010
Skills
Investment Banking, Financial Modeling, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions, Finance
Education
University of Michigan 2007 — 2011
BS, Economics, Financial Mathematics
New Trier High School 2003 — 2007
OFS Management September 2014 - Present
William Blair and Company June 2011 - August 2014
William Blair May 2009 - August 2010
Skills
Investment Banking, Financial Modeling, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions, Finance
Education
University of Michigan 2007 — 2011
BS, Economics, Financial Mathematics
New Trier High School 2003 — 2007
Seti Gershberg's William Blair and Company Experience September 1995 - September 2000
Job Editor Cinematographer Animator at Arizona Virtual Studios
Industry Entertainment
Experience
Arizona Virtual Studios January 2015 - Present
Que te falta? Productions January 2010 - Present
W.W. Grainger September 2004 - December 2010
William Blair and Company September 1995 - September 2000
Skills
Sales Process, B2B, Account Management, Business Development, New Business Development, photography, Independent Film, Documentaries, Shamanism, Anthropology, Cultural Anthropology, Archaeology, Applied Anthropology, Social Anthropology, Film Production, Economics, Video Production, Video Editing, Photography, Social Media Marketing, Digital Media, Management, Film, Marketing, Social Media
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
Arizona Virtual Studios January 2015 - Present
Que te falta? Productions January 2010 - Present
W.W. Grainger September 2004 - December 2010
William Blair and Company September 1995 - September 2000
Skills
Sales Process, B2B, Account Management, Business Development, New Business Development, photography, Independent Film, Documentaries, Shamanism, Anthropology, Cultural Anthropology, Archaeology, Applied Anthropology, Social Anthropology, Film Production, Economics, Video Production, Video Editing, Photography, Social Media Marketing, Digital Media, Management, Film, Marketing, Social Media
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
Patrick Hillstrom Patrick Hillstrom's William Blair and Company Experience 2010 - 2010
Job Head of Business Operations & Strategy Lynda.com at LinkedIn
Industry Internet
Experience
LinkedIn May 2015 - Present
LinkedIn April 2014 - May 2015
Alpine Investors June 2012 - March 2014
Arbor Advisors June 2011 - June 2012
DJ Dosage 2010 - 2011
William Blair and Company 2010 - 2010
Bright House Networks 2009 - 2009
Skills
Private Equity, Investment Banking, Deal Execution, Financial Modeling, New Business Development, Negotiation, Talent Management, Corporate Finance, Entrepreneurship, Business Development, Valuation, Venture Capital, Finance, Due Diligence, Investments, LBO, Corporate Development, Business Valuation, Start-ups, Deal Sourcing, Capital, Growth Capital, Leadership
Education
University of Pennsylvania 2007 — 2011
BA, History, Finance
Saint Stephen's Episcopal School 1994 — 2007
High-school Diploma
LinkedIn May 2015 - Present
LinkedIn April 2014 - May 2015
Alpine Investors June 2012 - March 2014
Arbor Advisors June 2011 - June 2012
DJ Dosage 2010 - 2011
William Blair and Company 2010 - 2010
Bright House Networks 2009 - 2009
Skills
Private Equity, Investment Banking, Deal Execution, Financial Modeling, New Business Development, Negotiation, Talent Management, Corporate Finance, Entrepreneurship, Business Development, Valuation, Venture Capital, Finance, Due Diligence, Investments, LBO, Corporate Development, Business Valuation, Start-ups, Deal Sourcing, Capital, Growth Capital, Leadership
Education
University of Pennsylvania 2007 — 2011
BA, History, Finance
Saint Stephen's Episcopal School 1994 — 2007
High-school Diploma
David Kasperek David Kasperek's William Blair and Company Experience June 2006 - Present
Job Institutional Equity Sales at William Blair & Company
Industry Financial Services
Experience
William Blair and Company June 2006 - Present
Morgan Stanley 2003 - 2006
Skills
Equities, Financial Analysis, Analytics, Sales, Market Research, Business Development, Investments, Finance, Financial Modeling, Valuation, Series 7, Portfolio Management, Asset Management, Hedge Funds, Securities, Alternative Investments, Equity Research, Capital Markets, Due Diligence
Education
University of Iowa 1998 — 2002
BBA, Finance
William Blair and Company June 2006 - Present
Morgan Stanley 2003 - 2006
Skills
Equities, Financial Analysis, Analytics, Sales, Market Research, Business Development, Investments, Finance, Financial Modeling, Valuation, Series 7, Portfolio Management, Asset Management, Hedge Funds, Securities, Alternative Investments, Equity Research, Capital Markets, Due Diligence
Education
University of Iowa 1998 — 2002
BBA, Finance
Kristan M. Rowland, CFA Kristan M. Rowland, CFA's William Blair and Company Experience July 2011 - Present
Job Buyside Equity Research, International Financials at William Blair
Industry Investment Management
Experience
William Blair October 2015 - Present
William Blair and Company July 2011 - Present
Mesirow Financial May 2007 - April 2011
Morningstar, Inc September 2004 - May 2007
Skills
Asset Management, Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Equity Research, Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Economics
University of Notre Dame
BA, Economics, French
William Blair October 2015 - Present
William Blair and Company July 2011 - Present
Mesirow Financial May 2007 - April 2011
Morningstar, Inc September 2004 - May 2007
Skills
Asset Management, Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Equity Research, Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Economics
University of Notre Dame
BA, Economics, French
Alissa Goldwasser Alissa Goldwasser's William Blair and Company Experience 1999 - 2005
Job Director of Institutional Giving at Young Chicago Authors
Industry Fund-Raising
Experience
Young Chicago Authors April 2010 - Present
Alissa Goldwasser/Grant Writing and Research 2008 - 2009
William Blair and Company 1999 - 2005
Banc of America Securities 1996 - 1999
Skills
Fundraising, Grant Writing, Prospect Research, Non-profits, Grants, Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Tufts University 1988 — 1992
B.A., Economics
Young Chicago Authors April 2010 - Present
Alissa Goldwasser/Grant Writing and Research 2008 - 2009
William Blair and Company 1999 - 2005
Banc of America Securities 1996 - 1999
Skills
Fundraising, Grant Writing, Prospect Research, Non-profits, Grants, Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Tufts University 1988 — 1992
B.A., Economics
Christine Romero's William Blair and Company Experience June 2010 - June 2013
Job MBA Candidate at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
Silver Oak Services Partners, LLC July 2013 - July 2015
William Blair and Company June 2010 - June 2013
General Electric June 2009 - August 2009
Better World Books June 2008 - August 2008
Skills
Valuation, Mergers & Acquisitions, Finance, Investment Banking, Analysis, LBO, DCF, Financial Services, Financial Modeling, Private Equity, Bloomberg, Equities, Corporate Finance, Capital Markets, Financial Analysis, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance
Silver Oak Services Partners, LLC July 2013 - July 2015
William Blair and Company June 2010 - June 2013
General Electric June 2009 - August 2009
Better World Books June 2008 - August 2008
Skills
Valuation, Mergers & Acquisitions, Finance, Investment Banking, Analysis, LBO, DCF, Financial Services, Financial Modeling, Private Equity, Bloomberg, Equities, Corporate Finance, Capital Markets, Financial Analysis, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance
Tom Forte, CFA Tom Forte, CFA's William Blair and Company Experience 1998 - 2002
Job Senior Vice President & Senior Analyst at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Andrew Hochman's William Blair and Company Experience July 2001 - June 2003
Job Partner at RoundTable Healthcare Partners
Industry Venture Capital & Private Equity
Experience
RoundTable Healthcare Partners August 2015 - Present
RoundTable Healthcare Partners July 2010 - August 2015
RoundTable Healthcare Partners September 2007 - July 2010
Graceway Pharmaceuticals November 2005 - August 2007
GTCR Golder Rauner June 2003 - November 2005
William Blair and Company July 2001 - June 2003
Skills
Mergers & Acquisitions, Mergers, Venture Capital, Private Equity, Business Development, Valuation, Due Diligence, LBO, Strategy, Strategic Planning, Financial Modeling, Healthcare, Corporate Development, Forecasting, Financial Analysis, Pharmaceutical Industry, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science, Economics
RoundTable Healthcare Partners August 2015 - Present
RoundTable Healthcare Partners July 2010 - August 2015
RoundTable Healthcare Partners September 2007 - July 2010
Graceway Pharmaceuticals November 2005 - August 2007
GTCR Golder Rauner June 2003 - November 2005
William Blair and Company July 2001 - June 2003
Skills
Mergers & Acquisitions, Mergers, Venture Capital, Private Equity, Business Development, Valuation, Due Diligence, LBO, Strategy, Strategic Planning, Financial Modeling, Healthcare, Corporate Development, Forecasting, Financial Analysis, Pharmaceutical Industry, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science, Economics
Janelle Edmiston Janelle Edmiston's William Blair and Company Experience September 2000 - April 2001
Job Executive Assistant | Office Manager
Industry Executive Office
Experience
Austin Centre Executive Suites April 2009 - October 2012
OfficeTeam March 2009 - April 2009
Her Interactive May 2006 - February 2009
AppleOne Employment Services 2003 - 2006
Straitshot Communications July 2004 - February 2005
Illinois Conference of Seventh-Day Adventists October 2002 - July 2003
Willis Stein & Partners July 2001 - November 2001
William Blair and Company September 2000 - April 2001
Skills
Office Management, Microsoft Office, Recruiting, Accounts Receivable, Accounts Payable, Microsoft Word, Event Planning, Customer Service, Time Management, Project Planning, Outlook, Office Administration, Invoicing, Microsoft Excel, Spreadsheets, PowerPoint, Payroll, Data Entry, Access
Education
Western Governors University 2011 — 2013
Bachelor of Science (B.S.), Business Management
University of Phoenix 2011 — 2011
BSB/M, Business Management
University of Phoenix 2009 — 2011
AAFB, Business
Austin Centre Executive Suites April 2009 - October 2012
OfficeTeam March 2009 - April 2009
Her Interactive May 2006 - February 2009
AppleOne Employment Services 2003 - 2006
Straitshot Communications July 2004 - February 2005
Illinois Conference of Seventh-Day Adventists October 2002 - July 2003
Willis Stein & Partners July 2001 - November 2001
William Blair and Company September 2000 - April 2001
Skills
Office Management, Microsoft Office, Recruiting, Accounts Receivable, Accounts Payable, Microsoft Word, Event Planning, Customer Service, Time Management, Project Planning, Outlook, Office Administration, Invoicing, Microsoft Excel, Spreadsheets, PowerPoint, Payroll, Data Entry, Access
Education
Western Governors University 2011 — 2013
Bachelor of Science (B.S.), Business Management
University of Phoenix 2011 — 2011
BSB/M, Business Management
University of Phoenix 2009 — 2011
AAFB, Business
Jeff Rosenberg Jeff Rosenberg's William Blair and Company Experience 1994 - 2008
Job Analyst at RailSplitter Capital
Industry Financial Services
Experience
Rail-Splitter Capital October 2008 - Present
William Blair and Company 1994 - 2008
Davis Dann Levin 1988 - 1994
Skills
Equity Research
Education
University of Chicago 1991 — 1994
MBA
University of Michigan 1982 — 1986
Bachelor, Economics
Rail-Splitter Capital October 2008 - Present
William Blair and Company 1994 - 2008
Davis Dann Levin 1988 - 1994
Skills
Equity Research
Education
University of Chicago 1991 — 1994
MBA
University of Michigan 1982 — 1986
Bachelor, Economics
Nelly Lindsay's William Blair and Company Experience April 2007 - December 2008
Job Seeking new opportunity
Industry Financial Services
Experience
Gen Re July 2010 - January 2014
William Blair and Company April 2007 - December 2008
Accenture March 2005 - April 2007
Skills
Underwriting, Business Analysis, Valuation, Property & Casualty..., Process Improvement, Reinsurance, Project Management, Business Process..., Financial Modeling, Finance, Financial Analysis, Risk Management, Program Management, Analysis, Management
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's degree, Finance, General
Gen Re July 2010 - January 2014
William Blair and Company April 2007 - December 2008
Accenture March 2005 - April 2007
Skills
Underwriting, Business Analysis, Valuation, Property & Casualty..., Process Improvement, Reinsurance, Project Management, Business Process..., Financial Modeling, Finance, Financial Analysis, Risk Management, Program Management, Analysis, Management
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's degree, Finance, General
Jenica Blechschmidt Jenica Blechschmidt's William Blair and Company Experience June 2010 - June 2012
Job Group Global Marketing Strategy Manager
Industry Computer Software
Experience
Box February 2015 - Present
Box August 2014 - Present
Box March 2014 - Present
Box June 2013 - Present
William Blair & Company June 2012 - June 2013
William Blair and Company June 2010 - June 2012
Janney Montgomery Scott July 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Competitive Analysis, Investments, Business Development, Finance, LBO, Analysis, Equities, Capital Markets, Excel models, PowerPoint, PowerPoint development, Economics
Education
University of Pennsylvania 2005 — 2009
Digital Media Design
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance
Box February 2015 - Present
Box August 2014 - Present
Box March 2014 - Present
Box June 2013 - Present
William Blair & Company June 2012 - June 2013
William Blair and Company June 2010 - June 2012
Janney Montgomery Scott July 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Competitive Analysis, Investments, Business Development, Finance, LBO, Analysis, Equities, Capital Markets, Excel models, PowerPoint, PowerPoint development, Economics
Education
University of Pennsylvania 2005 — 2009
Digital Media Design
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance
Nate Barajas's William Blair and Company Experience May 2010 - August 2011
Job Senior Associate at LaSalle Capital
Industry Venture Capital & Private Equity
Experience
LaSalle Capital March 2013 - Present
Valor Equity Partners August 2011 - February 2013
William Blair and Company May 2010 - August 2011
Skills
Due Diligence, Financial Modeling, LBO, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Budgeting & Forecasting, Cash Flow Forecasting
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2010
BS, Accountancy and Finance
LaSalle Capital March 2013 - Present
Valor Equity Partners August 2011 - February 2013
William Blair and Company May 2010 - August 2011
Skills
Due Diligence, Financial Modeling, LBO, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Budgeting & Forecasting, Cash Flow Forecasting
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2010
BS, Accountancy and Finance
Erik Harms's William Blair and Company Experience December 2011 - Present
Job Portfolio Associate at William Blair and Company
Industry Investment Management
Experience
William Blair and Company December 2011 - Present
Greystone Investment Advisors, Inc. January 2011 - December 2011
Education
University of Kansas - Graduate School of Business 2009 — 2010
Masters, Accounting
The University of Kansas 2005 — 2009
Bachelors, Accounting & Finance
William Blair and Company December 2011 - Present
Greystone Investment Advisors, Inc. January 2011 - December 2011
Education
University of Kansas - Graduate School of Business 2009 — 2010
Masters, Accounting
The University of Kansas 2005 — 2009
Bachelors, Accounting & Finance
Amberlyn Rhodes Amberlyn Rhodes's William Blair and Company Experience October 2010 - Present
Job William Blair and Company
Industry Financial Services
Experience
William Blair and Company October 2010 - Present
Guggenheim Funds Distributors August 2009 - September 2010
Wells Fargo October 2006 - April 2009
Centex Homes March 2003 - September 2006
Wells Fargo Advisors September 2000 - February 2003
Stephens Inc. June 1999 - August 2000
Skills
Wealth Management, Investments, Program Management, Banking, Loans, Financial Services, CRM, Finance, Financial Advisory
Education
University of Arkansas 1995 — 1999
BS, Finance
William Blair and Company October 2010 - Present
Guggenheim Funds Distributors August 2009 - September 2010
Wells Fargo October 2006 - April 2009
Centex Homes March 2003 - September 2006
Wells Fargo Advisors September 2000 - February 2003
Stephens Inc. June 1999 - August 2000
Skills
Wealth Management, Investments, Program Management, Banking, Loans, Financial Services, CRM, Finance, Financial Advisory
Education
University of Arkansas 1995 — 1999
BS, Finance
Brian Early, CFA Brian Early, CFA's William Blair and Company Experience August 2011 - Present
Job Research Analyst Investment Management. William Blair & Company
Industry Investment Management
Experience
William Blair and Company August 2011 - Present
The Henry Fund January 2010 - December 2010
The State of Wisconsin Investment Board June 2010 - August 2010
Van Kampen Investments September 2007 - August 2009
Skills
Chartered Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration, Investment Management, May 2011
University of Iowa 2003 — 2007
Bachelor of Business Administration, Finance
William Blair and Company August 2011 - Present
The Henry Fund January 2010 - December 2010
The State of Wisconsin Investment Board June 2010 - August 2010
Van Kampen Investments September 2007 - August 2009
Skills
Chartered Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration, Investment Management, May 2011
University of Iowa 2003 — 2007
Bachelor of Business Administration, Finance
Ann T. Doherty Ann T. Doherty's William Blair and Company Experience 1980 - 1987
Job President, Founder Crossroads Financial Group, Ltd
Industry Financial Services
Experience
Crossroads Financial Group, Ltd 2002 - Present
Chateau Coustet January 1995 - December 2001
Crossroads FInancial Group, LTD. 1993 - 1994
Allstate Venture Capital 1989 - 1993
William Blair and Company 1980 - 1987
Skills
Corporate Finance, Restructuring, Finance, Venture Capital, Investment Banking, Financial Services, Equities, IPO, Private Placements, Insurance, Investment Management, Private Equity, Start-ups, Mergers, Entrepreneurship, Corporate Development, Investments, Due Diligence, Valuation, Financial Modeling, Executive Management, Strategic Financial..., M, Commercial Lending, Portfolio Management, New Business Development, Customer Acquisition, Customer Insight, Investor Relations, Program Management
Education
The University of Chicago - Booth School of Business 1976 — 1979
M.B.A, Finance and Accounting
University of Notre Dame
BBA, Marketing
Crossroads Financial Group, Ltd 2002 - Present
Chateau Coustet January 1995 - December 2001
Crossroads FInancial Group, LTD. 1993 - 1994
Allstate Venture Capital 1989 - 1993
William Blair and Company 1980 - 1987
Skills
Corporate Finance, Restructuring, Finance, Venture Capital, Investment Banking, Financial Services, Equities, IPO, Private Placements, Insurance, Investment Management, Private Equity, Start-ups, Mergers, Entrepreneurship, Corporate Development, Investments, Due Diligence, Valuation, Financial Modeling, Executive Management, Strategic Financial..., M, Commercial Lending, Portfolio Management, New Business Development, Customer Acquisition, Customer Insight, Investor Relations, Program Management
Education
The University of Chicago - Booth School of Business 1976 — 1979
M.B.A, Finance and Accounting
University of Notre Dame
BBA, Marketing
Dan Capek's William Blair and Company Experience June 2012 - Present
Job Investment Banking Analyst at William Blair
Industry Investment Banking
Experience
William Blair and Company June 2012 - Present
William Blair and Company May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Tulane University 2008 — 2012
BSM, Finance, Legal Studies in Business
Naperville North High School 2004 — 2008
William Blair and Company June 2012 - Present
William Blair and Company May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Tulane University 2008 — 2012
BSM, Finance, Legal Studies in Business
Naperville North High School 2004 — 2008
Emily (Hertzer) Hallowell Emily (Hertzer) Hallowell's William Blair and Company Experience June 2007 - August 2007
Job Driving growth through disciplined execution
Industry Internet
Experience
Quantcast February 2013 - Present
Visa July 2012 - February 2013
The Boston Consulting Group September 2008 - July 2012
William Blair and Company June 2007 - August 2007
Wilson Sonsini Goodrich and Rosati May 2006 - August 2006
Boies, Schiller & Flexner LLP June 2005 - August 2005
The Brattle Group January 2002 - April 2004
Greenwich Strategy May 2001 - January 2002
Skills
Entrepreneurship, Due Diligence, Financial Modeling, Business Strategy, Management Consulting, Marketing, Start-ups, Leadership, Corporate Development, Strategy, Business Planning, E-commerce, Cross-functional Team..., Strategic Planning, Business Process..., Investments, New Business Development
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Finance and Entrepreneurship
University of Chicago Law School 2004 — 2008
JD with Honors, Law, Member of the State Bar of California
Yale University 1997 — 2001
BA, Economics, Cum laude with Distinction in the Major
The College Preparatory School
Quantcast February 2013 - Present
Visa July 2012 - February 2013
The Boston Consulting Group September 2008 - July 2012
William Blair and Company June 2007 - August 2007
Wilson Sonsini Goodrich and Rosati May 2006 - August 2006
Boies, Schiller & Flexner LLP June 2005 - August 2005
The Brattle Group January 2002 - April 2004
Greenwich Strategy May 2001 - January 2002
Skills
Entrepreneurship, Due Diligence, Financial Modeling, Business Strategy, Management Consulting, Marketing, Start-ups, Leadership, Corporate Development, Strategy, Business Planning, E-commerce, Cross-functional Team..., Strategic Planning, Business Process..., Investments, New Business Development
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Finance and Entrepreneurship
University of Chicago Law School 2004 — 2008
JD with Honors, Law, Member of the State Bar of California
Yale University 1997 — 2001
BA, Economics, Cum laude with Distinction in the Major
The College Preparatory School
Rob Wolfman Rob Wolfman's William Blair and Company Experience July 2001 - June 2003
Job Managing Partner at Montage Partners
Industry Venture Capital & Private Equity
Experience
Montage Partners March 2012 - Present
Advent International June 2008 - February 2012
Horizon Capital Advisors LLC May 2007 - August 2007
Advent International 2003 - 2006
William Blair and Company July 2001 - June 2003
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Washington University in St. Louis 1997 — 2001
Bachelor of Science in Business Administration, Accounting, Finance, Political Science
Montage Partners March 2012 - Present
Advent International June 2008 - February 2012
Horizon Capital Advisors LLC May 2007 - August 2007
Advent International 2003 - 2006
William Blair and Company July 2001 - June 2003
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Washington University in St. Louis 1997 — 2001
Bachelor of Science in Business Administration, Accounting, Finance, Political Science
Stephen Sheldon Stephen Sheldon's William Blair and Company Experience September 2011 - Present
Job Associate at William Blair and Company
Industry Capital Markets
Experience
William Blair and Company September 2011 - Present
Navigant Capital Advisors June 2010 - September 2011
Navigant Consulting August 2008 - May 2010
Deloitte May 2007 - August 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
Master in Professional Accounting
University of Kansas 2003 — 2007
BS, Accounting, Business Administration, International Business
William Blair and Company September 2011 - Present
Navigant Capital Advisors June 2010 - September 2011
Navigant Consulting August 2008 - May 2010
Deloitte May 2007 - August 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
Master in Professional Accounting
University of Kansas 2003 — 2007
BS, Accounting, Business Administration, International Business
Brandon Zaharoff's William Blair and Company Experience June 2011 - June 2013
Job Investment Professional at Pegasus Capital Advisors
Industry Venture Capital & Private Equity
Experience
Pegasus Capital Advisors January 2014 - Present
Linden LLC August 2013 - January 2014
William Blair and Company June 2011 - June 2013
Novantas June 2010 - August 2010
Institute for Advanced Study July 2008 - August 2008
Kellogg School of Management April 2008 - June 2008
Skills
Financial Modeling, Economics, Stata, Financial Analysis, Excel, PowerPoint, Bloomberg, Word, Mergers, Data Analysis, Analytics, Statistics, Valuation, Strategy, Mergers & Acquisitions, Econometrics, Investments
Education
Northwestern University 2007 — 2011
Bachelors of Arts, Economics and Mathematical Methods; the Social Sciences
Institut d'Études Politiques 2009 — 2009
EU Political Economics
Tsinghua University 2009 — 2009
Emerging Legal and Economic Structures
Weston High School 2003 — 2007
Pegasus Capital Advisors January 2014 - Present
Linden LLC August 2013 - January 2014
William Blair and Company June 2011 - June 2013
Novantas June 2010 - August 2010
Institute for Advanced Study July 2008 - August 2008
Kellogg School of Management April 2008 - June 2008
Skills
Financial Modeling, Economics, Stata, Financial Analysis, Excel, PowerPoint, Bloomberg, Word, Mergers, Data Analysis, Analytics, Statistics, Valuation, Strategy, Mergers & Acquisitions, Econometrics, Investments
Education
Northwestern University 2007 — 2011
Bachelors of Arts, Economics and Mathematical Methods; the Social Sciences
Institut d'Études Politiques 2009 — 2009
EU Political Economics
Tsinghua University 2009 — 2009
Emerging Legal and Economic Structures
Weston High School 2003 — 2007
Michael Friedmeyer Michael Friedmeyer's William Blair and Company Experience January 2000 - June 2001
Job Senior Operations Analyst with JM&A Group / JM Family Enterprises
Industry Automotive
Experience
JM Family Enterprises September 2012 - Present
CRL Management, LLC March 2009 - March 2011
Lehman Brothers March 2004 - October 2008
Harris Associates November 2002 - February 2004
Harris Associates, LP June 2001 - November 2002
William Blair and Company January 2000 - June 2001
Skills
Account Reconciliation, Bloomberg, DTC, Excel, Financial Modeling, Group Presentations, Oasys, OMGEO, P&L responsibility, Pivot Tables, PowerPoint, Public Speaking, Regulatory Reporting, Thompson One, Word, Writing Skills, Microsoft Word, Microsoft Excel, Equities, Process Improvement, Mutual Funds, Access, Financial Analysis, Financial Risk
Education
University of Florida 2011 — 2012
Master of Business Administration (MBA), Finance, Security Analysis, 3.8
University of Kansas 1996 — 1999
Bachelor, Economics
JM Family Enterprises September 2012 - Present
CRL Management, LLC March 2009 - March 2011
Lehman Brothers March 2004 - October 2008
Harris Associates November 2002 - February 2004
Harris Associates, LP June 2001 - November 2002
William Blair and Company January 2000 - June 2001
Skills
Account Reconciliation, Bloomberg, DTC, Excel, Financial Modeling, Group Presentations, Oasys, OMGEO, P&L responsibility, Pivot Tables, PowerPoint, Public Speaking, Regulatory Reporting, Thompson One, Word, Writing Skills, Microsoft Word, Microsoft Excel, Equities, Process Improvement, Mutual Funds, Access, Financial Analysis, Financial Risk
Education
University of Florida 2011 — 2012
Master of Business Administration (MBA), Finance, Security Analysis, 3.8
University of Kansas 1996 — 1999
Bachelor, Economics
Sanaz Alexander Sanaz Alexander's William Blair and Company Experience March 2010 - March 2011
Job Director of Product Management at Tapiture
Industry Internet
Experience
Tapiture February 2014 - Present
Zynga November 2012 - March 2014
Guggenheim Partners March 2011 - November 2012
William Blair and Company March 2010 - March 2011
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Mergers, Investments, Equities, Capital Markets, Corporate Development, Portfolio Management, Asset Managment, Mergers & Acquisitions, Finance, Market Analysis, Strategy, Start-ups, Emerging Markets
Education
The University of Chicago 2007 — 2009
MBA, MBA
UC Berkeley 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics, 4.0
Tapiture February 2014 - Present
Zynga November 2012 - March 2014
Guggenheim Partners March 2011 - November 2012
William Blair and Company March 2010 - March 2011
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Mergers, Investments, Equities, Capital Markets, Corporate Development, Portfolio Management, Asset Managment, Mergers & Acquisitions, Finance, Market Analysis, Strategy, Start-ups, Emerging Markets
Education
The University of Chicago 2007 — 2009
MBA, MBA
UC Berkeley 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics, 4.0
Brad Hanan Brad Hanan's William Blair and Company Experience June 2004 - June 2006
Job Vice President at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group January 2013 - Present
Partners Group January 2011 - January 2013
Partners Group December 2009 - December 2010
Cogent Partners July 2006 - September 2009
William Blair and Company June 2004 - June 2006
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Latin School of Chicago
Partners Group January 2013 - Present
Partners Group January 2011 - January 2013
Partners Group December 2009 - December 2010
Cogent Partners July 2006 - September 2009
William Blair and Company June 2004 - June 2006
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Latin School of Chicago
Ben Andrew Ben Andrew's William Blair and Company Experience July 1998 - Present
Job GroupHead Healthcare, Medical Technology Analyst at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company July 1998 - Present
Vector Securities 1995 - 1998
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Equities, Financial Analysis, Private Equity, Investments, Due Diligence, Healthcare, Strategic Planning
Education
Northwestern University 1995 — 1998
Masters of Management, Finance and Health Services
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Science (BS), Chemistry
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Arts (BA), Rhetoric
WHS
William Blair and Company July 1998 - Present
Vector Securities 1995 - 1998
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Equities, Financial Analysis, Private Equity, Investments, Due Diligence, Healthcare, Strategic Planning
Education
Northwestern University 1995 — 1998
Masters of Management, Finance and Health Services
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Science (BS), Chemistry
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Arts (BA), Rhetoric
WHS
Tim Conley's William Blair and Company Experience June 2008 - August 2008
Job Client Solutions Manager at IPONWEB
Industry Marketing and Advertising
Experience
IPONWEB September 2015 - Present
MediaCom April 2013 - September 2015
MediaCom July 2012 - April 2013
MediaCom July 2012 - March 2013
MediaCom March 2011 - July 2012
MediaVest August 2009 - March 2011
William Blair and Company June 2008 - August 2008
Rochester Sports Group 2007 - 2007
Skills
Rich Media, Advertising Operations, Ad Serving, Digital Media, Ad Networks, Campaign Management, Online Advertising, Demand Side Platform, Ad Exchanges, Behavioral Targeting, DCO, Data Privacy, comScore, DoubleClick, Digital Marketing, Advertising, Mobile Marketing, Mobile Advertising, Media Planning, Integrated Marketing, Interactive Marketing
Education
University of South Carolina-Columbia 2005 — 2009
BA, Advertising
Wilton 2001 — 2005
IPONWEB September 2015 - Present
MediaCom April 2013 - September 2015
MediaCom July 2012 - April 2013
MediaCom July 2012 - March 2013
MediaCom March 2011 - July 2012
MediaVest August 2009 - March 2011
William Blair and Company June 2008 - August 2008
Rochester Sports Group 2007 - 2007
Skills
Rich Media, Advertising Operations, Ad Serving, Digital Media, Ad Networks, Campaign Management, Online Advertising, Demand Side Platform, Ad Exchanges, Behavioral Targeting, DCO, Data Privacy, comScore, DoubleClick, Digital Marketing, Advertising, Mobile Marketing, Mobile Advertising, Media Planning, Integrated Marketing, Interactive Marketing
Education
University of South Carolina-Columbia 2005 — 2009
BA, Advertising
Wilton 2001 — 2005
Edouard SENECHAL's William Blair and Company Experience June 2011 - June 2012
Job Global Macro Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2012 - Present
William Blair and Company June 2011 - June 2012
Singer Partners June 2009 - June 2011
UBS June 2005 - March 2009
MSCI Barra 2000 - June 2005
Education
University of Chicago 2007 — 2009
MBA
Université Paris Dauphine
William Blair & Company July 2012 - Present
William Blair and Company June 2011 - June 2012
Singer Partners June 2009 - June 2011
UBS June 2005 - March 2009
MSCI Barra 2000 - June 2005
Education
University of Chicago 2007 — 2009
MBA
Université Paris Dauphine
Frank Payne's William Blair and Company Experience August 2007 - Present
Job Systems Administrator at William Blair and Company
Industry Information Technology and Services
Experience
William Blair and Company August 2007 - Present
Oronova, Inc. August 1998 - August 2007
Education
University of Illinois at Chicago 1995 — 1999
William Blair and Company August 2007 - Present
Oronova, Inc. August 1998 - August 2007
Education
University of Illinois at Chicago 1995 — 1999
Rachel Heil's William Blair and Company Experience April 2011 - Present
Job Operations Supervisor at William Blair and Company
Industry Financial Services
Experience
William Blair and Company April 2011 - Present
William Blair and Company April 2007 - July 2011
LaSalle Financial Services January 2006 - April 2007
DWS Investments January 2005 - January 2006
Skills
Series 7, Series 63, Series 6, Chartered Retirement..., Chartered Retirement..., Investments, Retirement Planning
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Management
William Blair and Company April 2011 - Present
William Blair and Company April 2007 - July 2011
LaSalle Financial Services January 2006 - April 2007
DWS Investments January 2005 - January 2006
Skills
Series 7, Series 63, Series 6, Chartered Retirement..., Chartered Retirement..., Investments, Retirement Planning
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Management
Tom Trail's William Blair and Company Experience June 2008 - May 2010
Job Director Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2010 - Present
William Blair and Company June 2008 - May 2010
Banc of America Securities March 2000 - November 2007
Bank of America January 1997 - February 2000
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Economics
Loyola Academy 1983 — 1987
Wells Fargo April 2010 - Present
William Blair and Company June 2008 - May 2010
Banc of America Securities March 2000 - November 2007
Bank of America January 1997 - February 2000
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Economics
Loyola Academy 1983 — 1987
Ben Ruff, CFA's William Blair and Company Experience 1997 - 2000
Job President at Pearson Creek Capital Management LLC
Industry Financial Services
Experience
Pearson Creek Capital Management LLC September 2012 - Present
Chicago Teachers' Pension Fund 2010 - 2012
JPMorgan Chase 2003 - 2008
JPMorgan Chase 2000 - 2003
William Blair and Company 1997 - 2000
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Finance, Equity Research, Credit Analysis, Banking, Credit, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
The University of Chicago 1993 — 1997
BA, Economics
Pearson Creek Capital Management LLC September 2012 - Present
Chicago Teachers' Pension Fund 2010 - 2012
JPMorgan Chase 2003 - 2008
JPMorgan Chase 2000 - 2003
William Blair and Company 1997 - 2000
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Finance, Equity Research, Credit Analysis, Banking, Credit, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
The University of Chicago 1993 — 1997
BA, Economics
Brian Petrina's William Blair and Company Experience 2000 - 2002
Job Director at Triton Capital Partners
Industry Financial Services
Experience
Triton Capital Partners 2002 - Present
William Blair and Company 2000 - 2002
Skills
Investments, Venture Capital, Mergers & Acquisitions, Private Equity, Capital
Education
University of Notre Dame 1996 — 2000
Triton Capital Partners 2002 - Present
William Blair and Company 2000 - 2002
Skills
Investments, Venture Capital, Mergers & Acquisitions, Private Equity, Capital
Education
University of Notre Dame 1996 — 2000
Soo Romanoff's William Blair and Company Experience 2004 - 2005
Job Director at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Lin Fan's William Blair and Company Experience 2008 - 2009
Job Lead Information Specialist at University of Illiniois
Industry Investment Banking
Experience
University of Illiniois January 2014 - Present
University of Illinois at Urbana-Champaign January 2014 - Present
State Farm Insurance December 2010 - December 2013
William Blair and Company 2008 - 2009
PNC Financial Services Group 2007 - 2008
University of Delaware 2005 - 2007
Skills
SAS Programming, SQL, Data Analysis, Financial Modeling, Business Analysis, Microsoft Excel, Finance, Banking, Risk Management, Financial Analysis, Project Management, Accounting, Research
Education
University of Delaware 2006 — 2008
MBA
University of Missouri-Columbia 2002 — 2005
Master, Information Science
University of Illiniois January 2014 - Present
University of Illinois at Urbana-Champaign January 2014 - Present
State Farm Insurance December 2010 - December 2013
William Blair and Company 2008 - 2009
PNC Financial Services Group 2007 - 2008
University of Delaware 2005 - 2007
Skills
SAS Programming, SQL, Data Analysis, Financial Modeling, Business Analysis, Microsoft Excel, Finance, Banking, Risk Management, Financial Analysis, Project Management, Accounting, Research
Education
University of Delaware 2006 — 2008
MBA
University of Missouri-Columbia 2002 — 2005
Master, Information Science
Tina Milligan's William Blair and Company Experience June 2008 - May 2010
Job Managing Director at CTC | myCFO
Industry Accounting
Experience
CTC myCFO June 2014 - Present
Baker Tilly Virchow Krause, LLP June 2010 - May 2014
William Blair and Company June 2008 - May 2010
JPMorgan 2002 - 2008
Arthur Andersen 1998 - 2002
Kupferberg Goldberg & Neimark (now Baker Tilly) 1995 - 1998
Vail Associates 1992 - 1995
Skills
Tax, CPA, Income Tax, Wealth, Tax Research, Accounting, High Net Worth..., Tax Preparation, Tax Accounting, International Tax, Tax Advisory, Financial Reporting
Education
Concord Law School - Kaplan University 2007 — 2013
Doctor of Law (J.D.), Law
Roosevelt University 1995 — 1996
Master's degree, Accounting
Fort Lewis College 1991 — 1992
Bachelor's degree, Accounting
University of Denver 1987 — 1991
CTC myCFO June 2014 - Present
Baker Tilly Virchow Krause, LLP June 2010 - May 2014
William Blair and Company June 2008 - May 2010
JPMorgan 2002 - 2008
Arthur Andersen 1998 - 2002
Kupferberg Goldberg & Neimark (now Baker Tilly) 1995 - 1998
Vail Associates 1992 - 1995
Skills
Tax, CPA, Income Tax, Wealth, Tax Research, Accounting, High Net Worth..., Tax Preparation, Tax Accounting, International Tax, Tax Advisory, Financial Reporting
Education
Concord Law School - Kaplan University 2007 — 2013
Doctor of Law (J.D.), Law
Roosevelt University 1995 — 1996
Master's degree, Accounting
Fort Lewis College 1991 — 1992
Bachelor's degree, Accounting
University of Denver 1987 — 1991
Geralyn Sullivan's William Blair and Company Experience December 1988 - Present
Job Financial Advisor at William Blair and Company
Industry Financial Services
Experience
William Blair and Company December 1988 - Present
Oberweis Securities November 1983 - November 1988
Education
University of San Diego 1979 — 1983
Bachelor of Arts (B.A.), Diversified Liberal Arts
William Blair and Company December 1988 - Present
Oberweis Securities November 1983 - November 1988
Education
University of San Diego 1979 — 1983
Bachelor of Arts (B.A.), Diversified Liberal Arts
Mark Birkett's William Blair and Company Experience July 2011 - Present
Job Director at William Blair and Company
Industry Financial Services
Experience
William Blair and Company July 2011 - Present
GE Antares Capital July 2003 - June 2011
Raytheon January 1997 - August 2001
Skills
Leveraged Finance, LBO, Portfolio Management, Growth Capital, Recapitalizations, Entrepreneurship, Capital Structure, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
Villanova University 1992 — 1996
BSBA, Finance
William Blair and Company July 2011 - Present
GE Antares Capital July 2003 - June 2011
Raytheon January 1997 - August 2001
Skills
Leveraged Finance, LBO, Portfolio Management, Growth Capital, Recapitalizations, Entrepreneurship, Capital Structure, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
Villanova University 1992 — 1996
BSBA, Finance
Michelle Mayes's William Blair and Company Experience January 2011 - September 2011
Job Research & Data Specialist
Industry Information Services
Experience
Cadence Group March 2012 - July 2015
SLA December 2010 - December 2011
William Blair and Company January 2011 - September 2011
Omnium LLC 2008 - 2010
Citadel / Omnium 2006 - 2008
Citadel Investment Group 2002 - 2006
DiamondCluster International 1999 - 2001
Skills
SharePoint Designer, SharePoint, Web Parts, Records Management, Information Governance, Knowledge Management, Taxonomy, Content Migration, Document Management, Project Management, Supervising, Information Management, Data Governance, Bloomberg Terminal, PerTrac, Library Management, Library Science, Library, Metadata, Archives, Editing
Education
University of Illinois at Urbana-Champaign
MS, Library & Information Science
Westmont College
BA, Social Science
Cadence Group March 2012 - July 2015
SLA December 2010 - December 2011
William Blair and Company January 2011 - September 2011
Omnium LLC 2008 - 2010
Citadel / Omnium 2006 - 2008
Citadel Investment Group 2002 - 2006
DiamondCluster International 1999 - 2001
Skills
SharePoint Designer, SharePoint, Web Parts, Records Management, Information Governance, Knowledge Management, Taxonomy, Content Migration, Document Management, Project Management, Supervising, Information Management, Data Governance, Bloomberg Terminal, PerTrac, Library Management, Library Science, Library, Metadata, Archives, Editing
Education
University of Illinois at Urbana-Champaign
MS, Library & Information Science
Westmont College
BA, Social Science
Sarah Miller Wiltshire's William Blair and Company Experience June 2008 - March 2010
Job Health Warrior, Inc.
Industry Food & Beverages
Experience
Zacharias Ganey Health Institute July 2013 - September 2014
Quad-C Management, Inc. March 2010 - June 2012
William Blair and Company June 2008 - March 2010
Skills
ACE Certified Personal...
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting
Zacharias Ganey Health Institute July 2013 - September 2014
Quad-C Management, Inc. March 2010 - June 2012
William Blair and Company June 2008 - March 2010
Skills
ACE Certified Personal...
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting
Alaina Anderson, CFA's William Blair and Company Experience May 2006 - October 2013
Job Partner, International Real Estate Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2013 - Present
William Blair and Company May 2006 - October 2013
John D. and Catherine T. MacArthur Foundation 2001 - 2005
Skills
Equity Research, Industry Analysis, Financial Modeling, Valuation, Asset Allocation, Competitive Analysis
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Marketing
Illinois Math and Science Academy 1990 — 1993
William Blair & Company October 2013 - Present
William Blair and Company May 2006 - October 2013
John D. and Catherine T. MacArthur Foundation 2001 - 2005
Skills
Equity Research, Industry Analysis, Financial Modeling, Valuation, Asset Allocation, Competitive Analysis
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Marketing
Illinois Math and Science Academy 1990 — 1993
Corey Wong's William Blair and Company Experience 2007 - 2008
Job Business Development at Demand Media
Industry Entertainment
Experience
Demand Media 2014 - Present
Disney ABC Television Group January 2012 - 2014
Electronic Arts Interactive 2009 - 2012
William Blair and Company 2007 - 2008
Lehman Brothers 2006 - 2006
Deloitte & Touche 2006 - 2006
Merrill Lynch 2005 - 2005
Education
University of California, Los Angeles 2003 — 2007
Demand Media 2014 - Present
Disney ABC Television Group January 2012 - 2014
Electronic Arts Interactive 2009 - 2012
William Blair and Company 2007 - 2008
Lehman Brothers 2006 - 2006
Deloitte & Touche 2006 - 2006
Merrill Lynch 2005 - 2005
Education
University of California, Los Angeles 2003 — 2007
Linda Hinrichs's William Blair and Company Experience November 1999 - Present
Job Director Development Manager at William Blair and Company
Industry Investment Management
Experience
William Blair and Company November 1999 - Present
Putnam Investments May 1993 - November 1999
Andersen Consulting June 1988 - May 1993
Education
University of Notre Dame 1984 — 1988
BS, Electrical Engineering
William Blair and Company November 1999 - Present
Putnam Investments May 1993 - November 1999
Andersen Consulting June 1988 - May 1993
Education
University of Notre Dame 1984 — 1988
BS, Electrical Engineering
Patrick Cebrzynski's William Blair and Company Experience January 2011 - Present
Job Financial Analyst at Centro
Industry Investment Banking
Experience
Centro April 2014 - Present
William Blair and Company January 2011 - Present
Credit Suisse July 2010 - January 2011
Credit Suisse June 2009 - August 2009
Skills
Capital Markets, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Corporate Finance, Equity Research, Equities, Financial Analysis, Investments, Investment Banking, DCF
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Finance, General
Centro April 2014 - Present
William Blair and Company January 2011 - Present
Credit Suisse July 2010 - January 2011
Credit Suisse June 2009 - August 2009
Skills
Capital Markets, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Corporate Finance, Equity Research, Equities, Financial Analysis, Investments, Investment Banking, DCF
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Finance, General
James Bertram's William Blair and Company Experience October 2006 - Present
Job Managing Director at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company October 2006 - Present
Banc of America Securities 1999 - 2006
Education
University of Illinois at Urbana-Champaign
BS, Finance
William Blair and Company October 2006 - Present
Banc of America Securities 1999 - 2006
Education
University of Illinois at Urbana-Champaign
BS, Finance
Jason Oliva's William Blair and Company Experience May 2005 - May 2007
Job Treasury Analyst at DRW Trading Group
Industry Financial Services
Experience
DRW Trading Group April 2012 - Present
DRW Trading Group April 2010 - May 2012
DRW Trading Group September 2009 - April 2010
Firm58, Inc. April 2009 - September 2009
Citadel Investment Group May 2007 - January 2009
William Blair and Company May 2005 - May 2007
Accenture November 1999 - May 2005
Skills
Business Analysis, Risk Management, Requirements Gathering, Software Project..., SDLC, Requirements Analysis, Strategic Planning, SQL, Program Management, Product Management, Project Planning, User Acceptance Testing, Agile, Management Consulting, User Interface Design, Scrum, Microsoft Excel, Agile Methodologies, IT Strategy, Trading, Financial Services
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Mechanical Engineering
DRW Trading Group April 2012 - Present
DRW Trading Group April 2010 - May 2012
DRW Trading Group September 2009 - April 2010
Firm58, Inc. April 2009 - September 2009
Citadel Investment Group May 2007 - January 2009
William Blair and Company May 2005 - May 2007
Accenture November 1999 - May 2005
Skills
Business Analysis, Risk Management, Requirements Gathering, Software Project..., SDLC, Requirements Analysis, Strategic Planning, SQL, Program Management, Product Management, Project Planning, User Acceptance Testing, Agile, Management Consulting, User Interface Design, Scrum, Microsoft Excel, Agile Methodologies, IT Strategy, Trading, Financial Services
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Mechanical Engineering
Rick Conklin's William Blair and Company Experience 2000 - 2007
Job Managing Director at First Analysis Corp.
Industry Investment Banking
Experience
First Analyis Corp. April 2012 - Present
Robert W. Baird & Co. 2008 - 2012
ProLogis 2007 - 2008
William Blair and Company 2000 - 2007
Jones Lang LaSalle 1995 - 2000
Kidder, Peabody & Co. Incorporated 1992 - 1994
Morgan Stanley 1990 - 1991
Drexel Burnham Lambert 1986 - 1988
Skills
Equities, Corporate Governance, Alternative Investments, Corporate Development, Asset Allocation, M&A experience, Restructuring, IPO, Fixed Income, Capital Raising, Structured Finance, Hedge Funds, Private Placements, Management, Equity Research, Investor Relations, Acquisitions, Risk Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Notre Dame 1982 — 1986
BA, Economics
First Analyis Corp. April 2012 - Present
Robert W. Baird & Co. 2008 - 2012
ProLogis 2007 - 2008
William Blair and Company 2000 - 2007
Jones Lang LaSalle 1995 - 2000
Kidder, Peabody & Co. Incorporated 1992 - 1994
Morgan Stanley 1990 - 1991
Drexel Burnham Lambert 1986 - 1988
Skills
Equities, Corporate Governance, Alternative Investments, Corporate Development, Asset Allocation, M&A experience, Restructuring, IPO, Fixed Income, Capital Raising, Structured Finance, Hedge Funds, Private Placements, Management, Equity Research, Investor Relations, Acquisitions, Risk Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Notre Dame 1982 — 1986
BA, Economics
Elliot Farkas's William Blair and Company Experience February 2006 - Present
Job Managing Director at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company February 2006 - Present
Robert W. Baird 2004 - 2006
PricewaterhouseCoopers 1995 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
The Ohio State University Fisher College of Business 1991 — 1995
BSBA, Accounting
William Blair and Company February 2006 - Present
Robert W. Baird 2004 - 2006
PricewaterhouseCoopers 1995 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
The Ohio State University Fisher College of Business 1991 — 1995
BSBA, Accounting
Karen Swensson's William Blair and Company Experience 1987 - 1995
Job Writer
Industry Writing and Editing
Experience
Freelance 2004 - Present
Accenture 1998 - 2005
The Boston Consulting Group 1995 - 1997
William Blair and Company 1987 - 1995
Education
University of Chicago
MBA
University of San Francisco
HROB
Freelance 2004 - Present
Accenture 1998 - 2005
The Boston Consulting Group 1995 - 1997
William Blair and Company 1987 - 1995
Education
University of Chicago
MBA
University of San Francisco
HROB
Barbara Gazda-Prenger's William Blair and Company Experience 1999 - 2009
Job Project Manager at Millennium Trust Compnay
Industry Financial Services
Experience
Millennium Trust Company April 2010 - October 2010
William Blair and Company 1999 - 2009
Education
University of Illinois at Chicago 1994 — 1998
Bachelor, Finance and Management
Millennium Trust Company April 2010 - October 2010
William Blair and Company 1999 - 2009
Education
University of Illinois at Chicago 1994 — 1998
Bachelor, Finance and Management
Jared Brown's William Blair and Company Experience 2009 - 2011
Job MBA Candidate, Class of 2016 at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
The University of Chicago Booth School of Business July 2014 - Present
Norwest Equity Partners (NEP) June 2015 - August 2015
KRG Capital July 2011 - June 2014
William Blair and Company 2009 - 2011
Lazard 2008 - 2008
Skills
Valuation, LBO, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Corporate Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Double Major: Finance, Investment & Banking; Real Estate & Urban land Economics
The University of Chicago Booth School of Business July 2014 - Present
Norwest Equity Partners (NEP) June 2015 - August 2015
KRG Capital July 2011 - June 2014
William Blair and Company 2009 - 2011
Lazard 2008 - 2008
Skills
Valuation, LBO, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Corporate Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Double Major: Finance, Investment & Banking; Real Estate & Urban land Economics
Dan Crowe's William Blair and Company Experience May 2011 - Present
Job Associate Portfolio Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
Harvey Bundy, III's William Blair and Company Experience July 1968 - Present
Job Principal at William Blair and Company
Industry Investment Management
Experience
William Blair and Company July 1968 - Present
Education
Tuck School of Business at Dartmouth 1966 — 1968
Master of Business Administration (MBA)
Yale University 1962 — 1966
Bachelor of Arts (BA), Economics
William Blair and Company July 1968 - Present
Education
Tuck School of Business at Dartmouth 1966 — 1968
Master of Business Administration (MBA)
Yale University 1962 — 1966
Bachelor of Arts (BA), Economics
Mark Hinken's William Blair and Company Experience March 2010 - July 2015
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
William Blair and Company March 2010 - July 2015
Nestle Waters May 2008 - August 2008
Chicago Mercantile Exchange May 2007 - August 2007
Skills
Series 7, Equities, Valuation, Series 63, Investments, Financial Analysis, Securities, Equity Research
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
BA, Economics
William Blair and Company March 2010 - July 2015
Nestle Waters May 2008 - August 2008
Chicago Mercantile Exchange May 2007 - August 2007
Skills
Series 7, Equities, Valuation, Series 63, Investments, Financial Analysis, Securities, Equity Research
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
BA, Economics
Patrick Brennan, CFA's William Blair and Company Experience 2003 - 2004
Job Founder/Portfolio Manager at Brennan Asset Management
Industry Investment Management
Experience
Brennan Asset Management 2015 - Present
Hutchinson Capital Management 2013 - 2015
RBO & Co., LLC 2009 - 2012
Boyar Asset Management 2004 - 2009
William Blair and Company 2003 - 2004
CIBC World Markets 2002 - 2003
Deutsche Bank 2000 - 2002
Deutsche Bank 1998 - 2000
Skills
Chartered Financial..., Portfolio Management, Equity Research, Financial Modeling, Brazilian Portuguese, Financial Analysis, Corporate Finance, Bloomberg, Hedge Funds, Equities, Investment Banking, Asset Managment, Valuation, Alternative Investments
Education
University of Notre Dame 1994 — 1998
BA, Economics, Summa cum laude
Creighton Prep 1990 — 1994
Brennan Asset Management 2015 - Present
Hutchinson Capital Management 2013 - 2015
RBO & Co., LLC 2009 - 2012
Boyar Asset Management 2004 - 2009
William Blair and Company 2003 - 2004
CIBC World Markets 2002 - 2003
Deutsche Bank 2000 - 2002
Deutsche Bank 1998 - 2000
Skills
Chartered Financial..., Portfolio Management, Equity Research, Financial Modeling, Brazilian Portuguese, Financial Analysis, Corporate Finance, Bloomberg, Hedge Funds, Equities, Investment Banking, Asset Managment, Valuation, Alternative Investments
Education
University of Notre Dame 1994 — 1998
BA, Economics, Summa cum laude
Creighton Prep 1990 — 1994
Patrick Prendergast's William Blair and Company Experience 2010 - Present
Job Financial Sponsor Coverage/Capital Markets
Industry Financial Services
Experience
William Blair and Company 2010 - Present
Royal Bank of Canada 2004 - 2009
Thomas Weisel Partners 1999 - 2004
Deutsche Bank 1997 - 1999
Robertson, Stephens & Company 1992 - 1997
Skills
Equities, Capital Markets, Investment Banking, Debt, Investments, Securities, Leveraged Finance
Education
The Wharton School
MBA
University of Pennsylvania
BSE
William Blair and Company 2010 - Present
Royal Bank of Canada 2004 - 2009
Thomas Weisel Partners 1999 - 2004
Deutsche Bank 1997 - 1999
Robertson, Stephens & Company 1992 - 1997
Skills
Equities, Capital Markets, Investment Banking, Debt, Investments, Securities, Leveraged Finance
Education
The Wharton School
MBA
University of Pennsylvania
BSE
Amy Seagroatt's William Blair and Company Experience September 1999 - February 2001
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2001 - Present
William Blair and Company September 1999 - February 2001
Lehman Brothers August 1997 - September 1999
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
Business, Finance
Goldman Sachs March 2001 - Present
William Blair and Company September 1999 - February 2001
Lehman Brothers August 1997 - September 1999
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
Business, Finance
Scott E. Silverman, CIMA's William Blair and Company Experience June 2004 - March 2009
Job Senior Vice President, Business Development at Innealta Capital
Industry Financial Services
Experience
Innealta Capital March 2009 - Present
William Blair and Company June 2004 - March 2009
Harris Bretall Sullivan & Smith / MDT Advisers September 1999 - May 2004
Education
University of Arizona 1994 — 1998
Bachelors of Science, Marketing
Innealta Capital March 2009 - Present
William Blair and Company June 2004 - March 2009
Harris Bretall Sullivan & Smith / MDT Advisers September 1999 - May 2004
Education
University of Arizona 1994 — 1998
Bachelors of Science, Marketing
Chu-An Lee's William Blair and Company Experience July 2008 - Present
Job Director at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company July 2008 - Present
Deutsche Bank Securities June 2007 - August 2007
Protiviti October 2002 - June 2006
Arthur Andersen October 2000 - October 2002
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Due Diligence, M&A experience, LBO, Equities, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Capital Markets, Corporate Development, Bloomberg
Education
University of Chicago 2006 — 2008
MBA, Finance and Accounting
University of Michigan
BA, Economics and Chinese
William Blair and Company July 2008 - Present
Deutsche Bank Securities June 2007 - August 2007
Protiviti October 2002 - June 2006
Arthur Andersen October 2000 - October 2002
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Due Diligence, M&A experience, LBO, Equities, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Capital Markets, Corporate Development, Bloomberg
Education
University of Chicago 2006 — 2008
MBA, Finance and Accounting
University of Michigan
BA, Economics and Chinese
Christy Loop, CFA's William Blair and Company Experience January 2007 - July 2011
Job Senior Investment Consultant at Towers Watson
Industry Investment Management
Experience
Towers Watson October 2013 - Present
Towers Watson August 2011 - September 2013
William Blair and Company January 2007 - July 2011
William Blair and Company June 2005 - December 2006
Robert W. Baird & Co. January 2003 - June 2005
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
BS, Finance
CFA Institute
Towers Watson October 2013 - Present
Towers Watson August 2011 - September 2013
William Blair and Company January 2007 - July 2011
William Blair and Company June 2005 - December 2006
Robert W. Baird & Co. January 2003 - June 2005
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
BS, Finance
CFA Institute
Jim Karlis's William Blair and Company Experience June 2007 - Present
Job Partner and Associate Portfolio Manager at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company June 2007 - Present
William Blair and Company March 2005 - June 2007
Lincoln Capital Management 2001 - 2005
Lehman Brothers 2000 - 2001
ABN AMRO 1997 - 2000
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Bloomberg, Fixed Income, Equities, Hedge Funds, Equity Valuation, Asset Allocation, Private Equity, Alternative Investments, Asset Management, Investment Management, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
William Blair and Company June 2007 - Present
William Blair and Company March 2005 - June 2007
Lincoln Capital Management 2001 - 2005
Lehman Brothers 2000 - 2001
ABN AMRO 1997 - 2000
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Bloomberg, Fixed Income, Equities, Hedge Funds, Equity Valuation, Asset Allocation, Private Equity, Alternative Investments, Asset Management, Investment Management, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Lisa Weiler's William Blair and Company Experience October 2011 - Present
Job Portfolio Implementation Associate at William Blair and Company
Industry Investment Management
Experience
William Blair and Company October 2011 - Present
CLS Investments, LLC July 2010 - October 2011
TD Ameritrade May 2008 - November 2009
Education
University of Nebraska at Omaha 2006 — 2009
Bachelors, Investment Sciences and Portfolio Mgmt
William Blair and Company October 2011 - Present
CLS Investments, LLC July 2010 - October 2011
TD Ameritrade May 2008 - November 2009
Education
University of Nebraska at Omaha 2006 — 2009
Bachelors, Investment Sciences and Portfolio Mgmt
Tyler Cockle's William Blair and Company Experience August 2010 - March 2014
Job Vice President at First Trust Capital Partners
Industry Financial Services
Experience
First Trust Capital Partners March 2014 - Present
William Blair and Company August 2010 - March 2014
CSC Consulting 2007 - 2010
Skills
Business Intelligence, Investments, Business Analysis, Analysis, Leadership, Portfolio Management, Management, Management Consulting, Financial Modeling, Program Management, Financial Analysis, Finance, Strategy, Business Process..., Strategic Planning
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Wheaton College
Bachelor of Arts (B.A.)
First Trust Capital Partners March 2014 - Present
William Blair and Company August 2010 - March 2014
CSC Consulting 2007 - 2010
Skills
Business Intelligence, Investments, Business Analysis, Analysis, Leadership, Portfolio Management, Management, Management Consulting, Financial Modeling, Program Management, Financial Analysis, Finance, Strategy, Business Process..., Strategic Planning
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Wheaton College
Bachelor of Arts (B.A.)
Amy Plyler Nunez's William Blair and Company Experience 1993 - 1998
Job Fixed Income Trading at Nuveen Investments
Industry Banking
Experience
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Phil Stekl's William Blair and Company Experience 1996 - 2011
Job Member at CFA Society of Chicago
Industry Education Management
Experience
Ruderverein Ister September 2011 - Present
Spell of the Yukon, Inc. September 2011 - Present
CFA Society of Chicago June 1996 - December 2011
Chicago Stammtisch 2008 - 2011
William Blair and Company 1996 - 2011
Education
Goethe-Institut Chicago 2001 — 2011
Zertifikat Deutsch, German studies
CFA Institute 1993 — 1995
Certified Financial Analyst, finance & investment research
The University of Connecticut School of Business 1989 — 1991
MBA, FInance
1984 Olympic Team 1984 — 1984
Silver medal
University of Pennsylvania 1974 — 1978
BA, English Literature
Ruderverein Ister September 2011 - Present
Spell of the Yukon, Inc. September 2011 - Present
CFA Society of Chicago June 1996 - December 2011
Chicago Stammtisch 2008 - 2011
William Blair and Company 1996 - 2011
Education
Goethe-Institut Chicago 2001 — 2011
Zertifikat Deutsch, German studies
CFA Institute 1993 — 1995
Certified Financial Analyst, finance & investment research
The University of Connecticut School of Business 1989 — 1991
MBA, FInance
1984 Olympic Team 1984 — 1984
Silver medal
University of Pennsylvania 1974 — 1978
BA, English Literature
Evan Kominsky, CFA's William Blair and Company Experience July 2002 - June 2004
Job Investment Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management July 2008 - Present
Pritzker Realty Group July 2004 - September 2006
William Blair and Company July 2002 - June 2004
Skills
Asset Managment, Corporate Finance, Equities, Equity Research, Private Equity, Investments, Financial Analysis, Asset Management, Hedge Funds
Education
The University of Chicago 2006 — 2008
MBA, finance, accounting
University of Chicago Graduate School of Business 2006 — 2008
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science, Finance, Information Systems
UBS Global Asset Management July 2008 - Present
Pritzker Realty Group July 2004 - September 2006
William Blair and Company July 2002 - June 2004
Skills
Asset Managment, Corporate Finance, Equities, Equity Research, Private Equity, Investments, Financial Analysis, Asset Management, Hedge Funds
Education
The University of Chicago 2006 — 2008
MBA, finance, accounting
University of Chicago Graduate School of Business 2006 — 2008
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science, Finance, Information Systems
Dan Jares's William Blair and Company Experience June 2011 - August 2011
Job Senior Associate at McGladrey
Industry Financial Services
Experience
McGladrey October 2014 - Present
McGladrey July 2012 - September 2014
William Blair and Company June 2011 - August 2011
KMG Private Wealth Management June 2010 - August 2010
Skills
Forensic Accounting, Financial Modeling, Bankruptcy, Microsoft Excel, Data Analysis, Chapter 7, Complex Litigation, Business Valuation, Dispute Resolution, Equity Research, Bloomberg, Capital IQ, IDEA Data Analysis...
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Finance and Accountancy
McGladrey October 2014 - Present
McGladrey July 2012 - September 2014
William Blair and Company June 2011 - August 2011
KMG Private Wealth Management June 2010 - August 2010
Skills
Forensic Accounting, Financial Modeling, Bankruptcy, Microsoft Excel, Data Analysis, Chapter 7, Complex Litigation, Business Valuation, Dispute Resolution, Equity Research, Bloomberg, Capital IQ, IDEA Data Analysis...
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Finance and Accountancy
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.