William Blair Private Wealth Management, an employee-owned financial advisory business with approximately $85.9 billion in client assets, has expanded into Dallas with the opening of a new office and the recruitment of a four-person advisory team from UBS Private Wealth Management.
The team is led by Ryan Berube and Allen Abney, who join William Blair as managing directors and wealth advisors.
Their practice serves high-net-worth and ultra-high-net-worth individuals and families, corporate executives, entrepreneurs, family offices, and foundations.
The Dallas expansion provides William Blair with a local advisory presence in one of the country’s major wealth management markets.
Berube brings more than 30 years of financial services experience, including leadership positions at UBS, Credit Suisse, U.S. Trust, and J.P. Morgan.
He is a Certified Financial Planner professional and has advised affluent families and business owners on investment management and complex financial planning matters.
Before entering wealth management, Berube was also a competitive swimmer.
He won an Olympic gold medal while anchoring the U.S. men’s 4×200-meter freestyle relay team at the 1996 Summer Olympics in Atlanta.
Abney brings nearly two decades of financial services experience, including positions at UBS and Credit Suisse.
Before beginning his financial services career, Abney served as a presidential spokesperson at the White House during the George W. Bush administration.
He also previously worked as a government and public affairs consultant.
William Blair Private Wealth Management provides services spanning investment management, wealth planning, lending, philanthropy, and strategies for business owners approaching liquidity events.
As of September 30, 2026, the business reported $85.9 billion in client assets and 138 wealth advisors.
The broader William Blair organization provides investment banking, investment management, and private wealth advisory services through more than 30 offices worldwide, including strategic alliances.
The Dallas opening supports the firm’s strategy of expanding its wealth management presence through experienced advisory teams.
KEY QUOTES:
“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, 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.”
Ryan DeVore, Head Of William Blair Private Wealth Management
“William Blair’s independent, employee-owned partnership and focus on enduring client relationships align closely with how we have built our practice. 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.”
Ryan Berube, Managing Director And Wealth Advisor At William Blair
“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.”
Allen Abney, Managing Director And Wealth Advisor At William Blair
