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Dan Grant
Partner at William Blair & Company
Dan Grant is a prominent Partner at William Blair & Company, where he has been instrumental in providing wealth management services since joining the firm in March 1994. His expertise lies in offering multifamily office services tailored for high-net-worth individuals, private investors, families, and foundations. His role involves comprehensive wealth planning, asset allocation, manager selection, and risk management.12
Professional Background
- Current Position: Partner at William Blair & Company (1994 - Present)
- Leads a team focused on wealth management for affluent clients.
- Previous Experience: Vice President at Salomon Brothers (1986 - 1994)
- Worked as an Institutional Equities Sales Trader, engaging with various institutional clients including mutual funds and pension funds.
Education
- University of Illinois at Urbana-Champaign
- Bachelor's degree in Economics (1985)
- MBA with a focus on Finance (1986)
Recognition
Dan Grant has received several accolades for his work in wealth management:
- Named in Barron's Top State-by-State Advisors from 2016 to 2024.
- Recognized by Forbes as one of the Best-in-State Advisors from 2018 to 2024.12
Community Involvement
He serves on the board of directors at the Illinois Holocaust Museum and Education Center, reflecting his commitment to community service.2
Dan Grant's extensive experience and recognition in the industry underscore his role as a trusted advisor in wealth management.
