WWilliam Blair is a privately held, employee-owned financial services firm that offers investment banking, equity research, brokerage, asset management, and private capital services. It combines advisory, research, trading, asset management, and private capital solutions to help clients raise, invest, and manage capital. Being privately held and employee-owned differentiates it from many competitors and supports a client-focused, multi-disciplinary approach under one firm. Its goal is to help clients grow and protect their capital by providing comprehensive financial services and access to private capital when needed.
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Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$754.4M
Headquarters
Berlin, Germany
Founded
1935
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Total Funding
$754.4M
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ON THE MOVE: Ian Cannacott joins Berenberg; Millennium hires domenick Fumai. November 2, 2026 Ian Cannacott has joined Berenberg as part of the Electronic Trading and Distribution team, according to a LinkedIn post. Cannacott joins from Peel Hunt, where he served as Head of Electronic Execution from September 2025 to October 2026. Prior to Peel Hunt, he spent more than nine years at Redburn Atlantic, most recently serving as Head of Electronic Execution from February 2023 to June 2025. He initially joined Redburn in January 2016 as an Associate Partner and Electronic Sales Trader, holding the position for more than seven years before moving into the electronic execution leadership role. Announcing his appointment, Cannacott described Berenberg as an "exciting environment in which to apply my background and expertise," citing the firm's combination of market experience, technical innovation and broad market reach. Domenick P. Fumai has joined Millennium as a Trader in New York, according to a LinkedIn post. Fumai joins the hedge fund from North Rock Capital Management, where he spent three years as a Senior Trader, overseeing execution across US cash equities, index futures, custom baskets and options. Prior to North Rock, he spent more than four years at Tourmaline Partners, serving as Director, Equity Trader from July 2019 to October 2023. Earlier, Fumai worked at Columbia Threadneedle Investments as a Junior Equity Trader from November 2015 to July 2019. He began his career at OppenheimerFunds, where he worked as a Product Reporting Associate in 2015. Nasdaq has announced the appointment of Börje Ekholm to its Board of Directors. Ekholm is the former President and CEO of Ericsson, the former President and CEO of Investor AB, and a previous Chair of the Nasdaq Board of Directors. Ekholm's appointment is effective as of November 1, 2026, and he will serve as a member of the Audit & Risk Committee. Separately, Nasdaq today announced that Holden Spaht has notified Nasdaq of his decision to resign from the Board, effective December 31, 2026. Most recently, Ekholm was the President and CEO of Ericsson. Rothera, the CFTC-regulated event contract market, has announced seven executive hires and promotions: Saikat Bhattacharjee, Chief Risk Officer, most recently served as Principal in Model Risk Management at the Options Clearing Corporation (OCC). Kevin Dan, Chief Compliance and Regulatory Officer, most recently led the regulatory function at both Crypto.com Derivatives North America and Nadex. Pat DeFrancesco, Chief Technology Officer, previously served as CTO for Systematic Trading at Brevan Howard, CTO at Genesis Trading, and head of credit derivatives technology strategy at Intercontinental Exchange. Ryan Mendel, Chief Information Security Officer and Chief Information Officer, was formerly CIO of LedgerX and brings more than 20 years of experience leading IT and cybersecurity functions. Hugo Nistal Gonzalez, Vice President of Product Management, previously held senior product roles at Bitvavo and Cboe Digital (formerly ErisX), helping develop exchange and clearing technology from inception to production. Jena Pollock, Associate General Counsel, joined Rothera from Underdog Sports, and Eric Schmid, Vice President and Head of Operations, previously spent over 12 years at IEX, most recently as Senior Product Manager for the IEX Options Exchange, following leadership roles in market operations. 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 advisors. According to a press release, 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. Abney has spent nearly two decades in financial services, previously at UBS and Credit Suisse. Talos, a provider of institutional technology and data for digital asset trading and portfolio management, has hired Kelly Ye as Head of Research, according to a press release. Ye brings nearly two decades of experience across traditional finance and digital assets, including 14 years in traditional finance spanning research, portfolio management and product development. She held investment leadership roles in digital assets at Avenir Group and Decentral Park Capital, and research and product leadership roles at Fidelity Digital Asset Management and CoinDesk Indices. Most recently, she was building Coinbridge, a company focused on bridging the capital gap for tokenized real-world assets. ACA Group, a governance, risk, and compliance solutions provider in financial services, has appointed Scott Collins as Chief Revenue Officer, according to a press release. Before joining ACA, he served as Senior Vice President and General Manager of Equifax's Financial Services vertical and Chief Commercial Officer at Billtrust and HireRight. If you have a new job or promotion to report, let me know at [email protected]
William Blair Private Wealth Management opens Dallas office with new advisory team. The four-person team led by Ryan Berube and Allen Abney advises high-net-worth and ultra-high-net-worth individuals and families, corporate executives, entrepreneurs, family offices and foundations. William Blair Private Wealth Management opened 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 advisors. 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 advisors backed by the broader capabilities of the firm. The team joined from UBS Private Wealth Management. "Dallas is an incredible city and market with a thriving business owner and high net worth community; this is a wonderful team to help further our reach in Texas," Ryan DeVore, head of William Blair Private Wealth Management, said. "Ryan, Allen and their team bring deep experience, sound judgment and a highly personal approach to client relationships. They share our partnership culture and long-term perspective." 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. Before entering financial services, Abney served as a presidential spokesperson at the White House in the George W. Bush administration, and prior to that as a government and public affairs consultant. "William Blair's independent, employee-owned partnership and focus on enduring client relationships align closely with how we have built our practice," Berube said. "We are excited to open the Dallas office and to bring clients the combination of personal accountability and firmwide resources that drew us to William Blair." Abney added, "Dallas is an important and dynamic market, and we see a meaningful opportunity to serve clients here with comprehensive advice across investing, wealth planning, lending and philanthropy. We look forward to building William Blair's presence in the community while continuing to provide the close, responsive service our clients expect."
William Blair has hired C.J. Jaskoll as chief technology officer, the Chicago firm announced on October 20, 2026. He will lead its firmwide strategy on artificial intelligence, data analytics, and other advanced tools, and joins its Extended Leadership Group. Jaskoll has more than 25 years in the investment industry. He comes from Russell Investments, where he was chief technology officer, and previously worked at Neuberger Berman and Jennison Associates. He succeeds Jim Connors, who will help with the transition through year-end before retiring after 27 years with the firm. "C.J.'s deep expertise at the intersection of technology, data, and artificial intelligence will help accelerate our ability to deliver exceptional outcomes for clients," said chief operating officer Beth Satterfield.
William Blair expands investment banking platform with acquisition of Armentum Partners. The move deepens the firm's focus on the venture capital ecosystem and adds differentiated capital solutions for high-growth companies. William Blair acquired Armentum Partners, a boutique debt and alternative capital solutions advisory firm serving venture-backed businesses, public companies and academic institutions. The transaction broadens William Blair's capital markets and debt advisory solutions, adding an enterprise value and asset-based lending and royalty monetization capability. The firm includes professionals in Boston, Chicago, Menlo Park, New York, Philadelphia and San Francisco, serving clients in the U.S. as well as Europe. As part of the transaction, William Blair will open an office in Menlo Park, establishing a presence in the heart of Silicon Valley in addition to William Blair's existing strategic footprint. All Armentum Partners professionals have joined William Blair as part of the transaction, preserving their deep relationships and specialized expertise. "We continue to invest in capabilities and teammates who can provide differentiated outcomes for our clients across the venture capital, public company, and collegiate communities," Matt Zimmer, global head of investment banking at William Blair, said. "The Armentum Partners team has decades of experience earning the trust of their clients, key investors and lenders in their markets, and the institutions and universities that fuel innovation. Together, we can offer these clients a broader set of solutions to finance their continued growth." Steve Maletzky, head of capital markets at William Blair, added, "This is a natural synergistic extension of our capital markets strategy. Enterprise value lending is a specialized discipline - financing companies against the value of their assets, often before traditional cash flows exist. Armentum Partners has built a leading franchise advising many of the most well-known and innovative public companies, universities and venture-backed businesses." Armentum Partners will continue to operate under the same name for a period of time after the closing of this transaction. "We built our firm with a dedicated focus on our clients, offering them access to our deep market relationships and expertise in delivering bespoke solutions," Armentum's Hutch Corbett said. "Joining William Blair unlocks opportunities for our clients, providing the increased scale, reach and sector depth of a premier global platform along with relationship and execution continuity. We can now offer our clients a much deeper set of services - including public and private equity capital raising, M&A advisory, secondary advisory, primary fund raising and equity research - while leveraging William Blair's sector breadth to cover adjacent industries." Clearsight Advisors served as financial advisor to Armentum in connection with the transaction.
C.J. Jaskoll joins William Blair as chief technology officer. Technology executive with more than 25 years in the investment industry to lead firmwide technology strategy, including AI and data CHICAGO-(BUSINESS WIRE)-William Blair today announced that C.J. Jaskoll has joined the firm as chief technology officer, leading William Blair's firmwide strategy to leverage artificial intelligence, data analytics, and other advanced capabilities to empower growth, unlock innovation, and elevate the client experience. Jaskoll brings more than 25 years of experience in the investment industry and will focus on enabling our business's intellectual capital to deliver creative solutions aligned with the firm's strategic priorities and outstanding outcomes for our clients. He joins as a member of the firm's Extended Leadership Group. "C.J.'s deep expertise at the intersection of technology, data, and artificial intelligence will help accelerate our ability to deliver exceptional outcomes for clients and create new opportunities for growth and innovation across the firm," William Blair Chief Operating Officer Beth Satterfield said. "We are excited to welcome C.J. to William Blair and look forward to his leadership as we continue investing in the future of our business." Jaskoll joins William Blair from Russell Investments, where he most recently served as chief technology officer and was a member of the firm's operating committee. During his tenure, he led a broad technology transformation across the firm's asset and wealth management businesses. Before Russell Investments, he spent seven years at Neuberger Berman as head of investment, data, and AI technology. Earlier in his career, he spent 13 years at Jennison Associates, ultimately serving as director of front-office technology. "William Blair's culture, commitment to clients, and focus on innovation make it a truly exciting place to be," said Jaskoll. "I look forward to partnering with colleagues across the firm to advance our technology strategy and help shape the future of the business." Jaskoll succeeds Jim Connors, who will support the transition through year-end before retiring after 27 years with the firm. As chief technology officer, Connors has been responsible for all technology services across the firm, leading a group focused on building the digital, cloud, and analytical capabilities that support William Blair's business objectives. "For more than a quarter century, Jim has been a trusted partner building a technology foundation that our clients and colleagues rely on," Satterfield said. "We are grateful for Jim's contributions to William Blair, and thank him for his leadership and dedication." About William Blair William Blair is the premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients' evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.* *Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd. Contacts. For information, contact Doug Holt William Blair +1 312 364 8465 [email protected]
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Industries
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$754.4M
Headquarters
Berlin, Germany
Founded
1935
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs