William Blair & Company has expanded its private wealth management team by appointing Barbara Cummings, Robert Kjellman, and Carl Young as financial advisors in Boston.
The team, which has decades of cumulative experience, most recently served at Boston Private Wealth.
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In their new role, they will be responsible for catering to high-net-worth individuals and their families, business owners, foundations, and endowments by building customised portfolios designed to suit needs of each client.
The firm has also appointed investment resource associate Karen Eames to the Boston office.
Commenting on the new appointments, William Blair president and CEO John Ettelson said: "For decades, we have been proud to service business owners and institutional investors through research, investment banking, and institutional trading in the Boston and New England market. Expanding our private wealth business is a natural progression as we remain focused on world-class client service and execution."
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