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Reganne Marie Lively

William Blair

Chicago, IL

Chicago, IL

Chicago, IL

Chicago, IL

CRD 7403915

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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 2022-02-10
  • IL RA
    APPROVED
    Since 2022-02-10

Branch Locations

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

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

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

Chicago, 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
Georgetown Visitation Prepatory School Washington DC 06/2013 06/2017
University Of Wisconsin- Madison Madison WI 06/2017 05/2020
National Republican Senatorial Committee Washington DC 05/2020 08/2020
University Of Wisconsin- Madison Madison WI 08/2020 05/2021
William Blair Chicago IL 06/2021 Present
N/A N/A XX 05/2021 06/2021
  • 06/2013 → 06/2017
    Georgetown Visitation Prepatory School
    Washington, DC
  • 06/2017 → 05/2020
    University Of Wisconsin- Madison
    Madison, WI
  • 05/2020 → 08/2020
    National Republican Senatorial Committee
    Washington, DC
  • 08/2020 → 05/2021
    University Of Wisconsin- Madison
    Madison, WI
  • 06/2021 → Present
    William Blair
    Chicago, IL
  • 05/2021 → 06/2021
    N/A
    N/A, XX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-10
  • S66 Uniform Combined State Law Examination
    2022-02-10

View on SEC IAPD

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