Top Wealth + Best-in-State · rank 4 · Chicago, Illinois · listed firm: William Blair
Identity & firm
- Firm — William Blair (high)
- “Partner, Wealth Advisor” — firm_official
- Parent company — independent (medium)
- “William Blair & Company L.L.C. is an SEC-registered limited liability company (registered in 1947)” — social_or_third_party_db
- Firm type — hybrid_ria (medium)
- “William Blair & Company L.L.C. is an SEC-registered limited liability company (registered in 1947) that operates primarily as a conventional broker-dealer and insurance broker while also providing advisory services.” — social_or_third_party_db
- “William Blair offers a Wrap Fee Program to its Private Wealth Management ("PWM") clients.” — sec_finra_regulatory
- Team name — GreenBridge (high)
- “We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management service” — firm_official
- Team size — 11 (medium)
- “Cameron McKinney, John Cimaroli, Candy Vondra, Matt Summers, Scott Garber, Jaime Villalobos, Gael Craven, Natalie English, Jeffrey Urban, Bea Pierce” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 29 (high)
- “Industry experience since 1997.” — firm_official
- Designations — CFA, CPWA (high)
- “Member, CFA Institute” — firm_official
Book of business
- Team AUM ($M) — 5800 (high)
- “Team Assets (Custodied): $5.8B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 60 (high)
- “Typical Net Worth of Relationships: $20-100M” — forbes_shook
- Client niche — family offices, ultra-high-net-worth individuals and families, and select institutions (high)
- “We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management service” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “William Blair offers a Wrap Fee Program to its Private Wealth Management ("PWM") clients. PWM Advisors typically manage the accounts in the Wrap Fee Program according to each client's investment objectives, financial cir” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.williamblair.com/Teams/GreenBridge (high)
- “We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management service” — firm_official
- Value proposition (verbatim) — We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management services and a comprehensive suite of family office offerings. Our services and portfolios are deeply personalized and tailored to meet the specific needs of our clients. We make direct investments across asset classes and geographies, use third parties where appropriate, and employ both active and passive strategies. (high)
- “We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management service” — firm_official
- “Our services and portfolios are deeply personalized and tailored to meet the specific needs of our clients. We make direct investments across asset classes and geographies, use third parties where appropriate, and employ” — firm_official
- Differentiators — comprehensive suite of family office offerings, deeply personalized and tailored portfolios, direct investments across asset classes and geographies, both active and passive strategies, collective 100+ years of industry experience with access to deep William Blair resources (high)
- “Our services and portfolios are deeply personalized and tailored to meet the specific needs of our clients. We make direct investments across asset classes and geographies, use third parties where appropriate, and employ” — firm_official
- Content marketing — active (high)
- “Global Market Review and Outlook” — firm_official
- Has podcast — no (medium)
- “Global Market Review and Outlook” — firm_official
- Books published — 0 (medium)
- “Member of William Blair's Asset Allocation and Alternative Investments committees.” — firm_official
- Linkedin url — https://www.linkedin.com/in/cam-mckinney-wb/ (medium)
- “Cam McKinney - Partner, William Blair Private Wealth ...” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Cam McKinney - Partner, William Blair Private Wealth ...” — social_or_third_party_db
- Press awards — Barron's Top 250 Private Wealth Management Teams (GreenBridge, 2025), Barron's Top 100 Financial Advisors in America, Barron's Top Advisors in Illinois (top-in-state) (high)
- “GreenBridge (led by William Blair advisors John Cimaroli and Cameron McKinney)” — professional_press
- “have previously made the list” — professional_press
Visual brand
- Has distinct logo — no (high)
- “We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management service” — firm_official
- Logo url — https://www.williamblair.com/-/media/williamblairwebsite/project/logos/default-william-blair-logo.svg (medium)
- “We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management service” — firm_official
- Visual brand notes — No team-level identity. Inherits William Blair corporate branding: navy/blue institutional palette, restrained sans-serif type, Chicago skyline header photography, card-based icon layout. Corporate and conservative, not team-differentiated. (medium)
- “We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management service” — firm_official
