Top Wealth + Best-in-State · rank 5 · Chicago, Illinois · listed firm: William Blair
Identity & firm
- Firm — William Blair (high)
- “John Alex Cimaroli (CRD: 3075547) - Status: Active (BC & IA) - Current Firms: William Blair (Chicago & Glencoe, IL locations)” — sec_finra_regulatory
- Parent company — independent (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
- Firm type — other (medium)
- “John Alex Cimaroli (CRD: 3075547) - Status: Active (BC & IA) - Current Firms: William Blair (Chicago & Glencoe, IL locations)” — 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 — 16 (medium)
- “Cameron McKinney – Partner, Wealth Advisor; John Cimaroli – Partner, Wealth Advisor; Candy Vondra – Senior Manager, Relationship Advisor; Matt Summers – Senior Associate I, Relationship Advisor; Scott Garber – Senior Ass” — firm_official
- CRD — 3075547 (high)
- “John Alex Cimaroli (CRD: 3075547) - Status: Active (BC & IA) - Current Firms: William Blair (Chicago & Glencoe, IL locations)” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — CFA, CPA (medium)
- “John is a member of the CFA Institute and the CFA Society of Chicago.” — 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 — ultra-high-net-worth families and institutions seeking family office services (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 — not_public (low)
- “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
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. (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
- Differentiators — collective 100-plus years of industry experience, deep resources of William Blair, unbiased advice and excellent service, highly customized wealth and investment management services, comprehensive suite of family office offerings (medium)
- “collective 100-plus years of industry experience” — firm_official
- “comprehensive suite of family office offerings” — firm_official
- Content marketing — none (low)
- “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
- Has podcast — no (low)
- “John is a member of the CFA Institute and the CFA Society of Chicago.” — firm_official
- Books published — 0 (low)
- “John is a member of the CFA Institute and the CFA Society of Chicago.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “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
- Press awards — Barron's Top Private Wealth Management Teams 2022, 2023, 2024, 2025, 2026, Barron's Top State-by-State Advisors 2023-2026 (high)
- “Barron's Top Private Wealth Management Teams 2022, 2023, 2024, 2025, 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “/-/media/williamblairwebsite/project/logos/default-william-blair-logo.svg?la=en&hash=608855A3B7F23D6489BCC56EA57A3FEA” — firm_official
- Logo url — https://www.williamblair.com/-/media/williamblairwebsite/project/logos/default-william-blair-logo.svg?la=en&hash=608855A3B7F23D6489BCC56EA57A3FEA (high)
- “/-/media/williamblairwebsite/project/logos/default-william-blair-logo.svg?la=en&hash=608855A3B7F23D6489BCC56EA57A3FEA” — firm_official
- Visual brand notes — Corporate William Blair identity, no team mark: navy/blue palette, clean sans-serif type, Chicago skyline hero photograph and formal headshot grid. Conservative institutional feel emphasizing trust and stability. (medium)
- “/-/media/images/bioheros/globaloffice_header_chicago.jpg?cx=0.5&cy=0.5&cw=2048&ch=1200&hash=8B4E98D754DBE0A595663909CD6AD7E4” — firm_official
