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FUNDRAISING NEWS | May 20, 2024

William Blair Expands Philadelphia Presence

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William Blair has expanded its Private Wealth Management presence in Philadelphia by adding Fernberger Wealth Management. The team, led by managing director and wealth advisor James Fernberger, includes Alex Fernberger and Zach Fernberger, also joining as managing directors and wealth advisors. Previously, the group was with Raymond James, managing $1.2 billion in client assets. The Fernberger team is known for their commitment to clients and personalized investment guidance.

James Fernberger has a 45-year career advising high-net-worth individuals, executives, family offices, endowment funds, nonprofits, and corporations on asset management and preservation. He has held senior wealth management roles at Merrill Lynch and Advest, Inc. Alex Fernberger has over 10 years of experience advising individuals, families, and businesses on wealth planning goals, previously working at Merrill Lynch before Raymond James. Zach Fernberger also brings over 10 years of wealth advisory experience, having worked with high-net-worth individuals, families, and organizations, including roles at WisdomTree Asset Management and AXA Advisors. Zach holds certifications as an Accredited Investment Fiduciary and Certified Wealth Strategist. Together, the team offers tailored investment and wealth planning expertise to sophisticated investors.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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