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Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-31
NY RA APPROVED 2021-04-29
IL RA APPROVED 2020-01-03
  • FL RA
    APPROVED
    Since 2026-07-31
  • NY RA
    APPROVED
    Since 2021-04-29
  • IL RA
    APPROVED
    Since 2020-01-03

Branch Locations

150 North Riverside Plaza, Chicago, IL 60606 • United States

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

1166 Avenue Of The Americas Floor 20, New York, NY 10036-2774 • United States

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc New York NY 11/2008 Present
Morgan Stanley Smith Barney New York NY 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 01/2020
William Blair Chicago IL 01/2020 Present
  • 11/2008 → Present
    Citigroup Global Markets Inc
    New York, NY
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    New York, NY
  • 01/2015 → 01/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2020 → Present
    Chicago, IL
Previous Registrations
Other Businesses

1) White Dog Productions, LLC-theatre production company, 2) Name: First Women's Bank; Nature of the other business - Retail Bank; Investment related - Yes; Position / Title - Advisory Board Member; Start date - 3/2023; Number of hours per month - 1; Number of hours during securities trading hours - 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-14
  • S66 Uniform Combined State Law Examination
    2002-06-14
Designations

View on SEC IAPD

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