Steven Bratek, CFA, CAIA

Steven Bratek, CFA, CAIA, is an institutional business development representative and client relationship manager at William Blair Investment Management. He is responsible for Taft-Hartley new business development and client service. Formerly, Steven was a public fund consultant relations and business development associate on the North America institutional sales and client service team and a business financial intelligence manager on the strategy and business administration team. Before joining the firm in 2009, Steven worked at Merrill Lynch Pierce Fenner & Smith in the private banking and investment group and as a broker on the floor of the Chicago Stock Exchange. He is a member of the CFA Society Chicago, CFA Institute, and CAIA Association. Steven holds a CFA Institute Sustainable Investing Certificate and a CFA Certificate in Investment Performance Measurement (CIPM). He received a B.A. in economics, with general honors, from the University of Chicago and an M.B.A., magna cum laude, from the University of Notre Dame.