People - MAY 15, 2024

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William Blair expands Private Wealth Management team

by Released

William Blair, the premier global boutique with expertise in investment banking, investment management and private wealth management, announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management. The team is led by managing director, wealth adviser James Fernberger and includes Alex Fernberger  and Zach Fernberger, also joining as managing directors, wealth advisers. The group was most recently with Raymond James, where they had $1.2 billion in client assets.

“The addition of Jim, Alex and Zach continues our growth trajectory with a multigenerational team of veteran advisers,” said Ryan DeVore, head of Private Wealth Management at William Blair. “The group’s commitment to their clients and understanding of their goals helps them tailor their investment guidance and wealth-planning expertise.”

Jim Fernberger’s career spans 45 years of advising high-net-worth individuals, e

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