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Lisa Shake

William Blair

Chicago, IL

Chicago, IL

Chicago, IL

Roselle, IL

CRD 5303347

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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:

Current Employers
William Blair

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-06-16
  • IL RA
    APPROVED
    Since 2022-06-16

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

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

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

Roselle, IL • 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
Fifth Third Private Bank Chicago IL 10/2012 06/2021
William Blair Chicago IL 11/2021 Present
Unemployed Roselle IL 07/2021 11/2021
  • 10/2012 → 06/2021
    Fifth Third Private Bank
    Chicago, IL
  • 11/2021 → Present
    William Blair
    Chicago, IL
  • 07/2021 → 11/2021
    Unemployed
    Roselle, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-16
  • S66 Uniform Combined State Law Examination
    2022-06-16
Other Names
  • Lisa Drabicki
  • Lisa Stasi
  • Lisa None Stasi
  • Lisa None Shake

View on SEC IAPD

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