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. 4×200-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.”
