William Blair Private Wealth Management has announced the opening of an office in Dallas with the addition of a four-person wealth advisory team led by Ryan Berube and Allen Abney, managing directors and wealth advisers.
The team advises high-net-worth and ultra-high-net-worth individuals and families, corporate executives, entrepreneurs, family offices and foundations. The Dallas office expands William Blair’s ability to serve clients in Texas with local advisers backed by the broader capabilities of the firm. The team joined from UBS Private Wealth Management.
Berube, a CFP® professional with more than three decades of experience, previously led wealth management teams at UBS, Credit Suisse, U.S. Trust and J.P. Morgan. A former competitive swimmer, he won an Olympic gold medal anchoring the U.S. 4x200-meter freestyle relay team at the 1996 Olympic Games in Atlanta.
Abney has spent nearly two decades in financial services, previously at UBS and Credit Suisse
