Cecilia Brunetti

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  William Blair & Company
  Chicago, IL

Previous Registrations

• 2004-04-21 → 2006-04-07
  Great Lakes Advisors, Llc
  Chicago, IL
  Chicago, IL
• 2003-03-03 → 2004-01-20
  Waterstone Financial Group, Inc.
  Chicago, IL
• 2002-08-13 → 2003-02-28
  Commonwealth Financial Network
  Chicago, IL

Other Businesses

1) Bonfire Women Inc.; Nature of the other business - Women Leadership Training Program; Investment related - No; Position / Title - Training facilitator; Start date - 4/2023; Number of hours per month - 2; Number of hours during securities trading hours - 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-09
• S63 Uniform Securities Agent State Law Examination
  2000-10-26

Other Names

• Cecilia Brunetti