William Blair, a US-based investment banking and asset management firm, has opened a new private wealth office in Atlanta.
The company also hired a team of four financial advisors from Credit Suisse, where they collectively managed more than $1.6bn in client assets, for Atlanta office.
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Kim Chenevey, Joel Dobbs, Craig Savage, and Andy Thompson, along with service associates Robert Castaneda and Sarah Lundquist, have joined the firm’s Private Wealth Management Group.
The team will serve high-net-worth individuals and their families, business owners, foundations, and endowments.
William Blair president and CEO John Ettelson said: "William Blair has a long history of serving individual and institutional clients in the Southeast through our asset management and investment banking businesses. Now, we are pleased to open our Atlanta office with the addition of a highly experienced private wealth management team."
"We continue to expand with the right people in the right markets," said Ryan DeVore, William Blair’s head of Private Client Advisors. "The Atlanta team shares our focus on investment excellence, as well as our commitment to integrity and client success. The team is a reflection of the high-caliber talent that we offer clients."
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