Small-Mid Cap Growth Fund

Fund manager head shot

Dan Crowe, CFA

Dan Crowe, CFA, partner, is a portfolio manager on William Blair's Small-Mid Cap Growth and Small-Mid Cap Core strategies. Previously, he was an associate portfolio manager on the firm's Mid Cap Growth strategy, an associate portfolio manager on the firm's Small Cap Growth strategy, and a research analyst, where he focused on all sectors across the U.S. small-cap space. Before joining William Blair as a generalist research analyst in May 2011, Dan was a midcap portfolio manager at Pyramis Global Advisors and a portfolio manager and analyst at The Boston Company/Founders Asset Management. He began his career as a generalist analyst at Marsico Capital Management. Dan is a member of the CFA Institute and the CFA Society Chicago.

 

Education: B.S., University of Illinois.

Tenure with William Blair: 2011

Fund manager head shot

Jim Jones, CFA

Jim Jones, CFA, partner, is a portfolio manager on William Blair's Small-Mid Cap Growth strategy. Previously, he was a research analyst focused on U.S. small-cap industrials companies for the U.S. Growth Equity team since 2010 and also served as the team's co-director of research from 2017-2019. Before joining William Blair in 2010, Jim was an investment analyst at Federated Investors. Prior to that, he was a research analyst at Credit Suisse and an associate at Ashton Partners. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Chicago. 

 

Education: B.S., Miami University; M.B.A., the University of North Carolina

Tenure with William Blair: 2010

Fund manager head shot

Nick Zimmerman, CFA

Nick Zimmerman, CFA, partner, is a portfolio manager on William Blair's Small-Mid Cap Growth strategy. Previously, he was a research analyst focused on U.S. small- and mid-cap resources companies. Before joining William Blair in 2017, Nick was an equity analyst at Holland Capital Management, where he covered energy, materials, aerospace and defense, and transportation companies. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Chicago.

Education: B.S., University of Illinois Urbana-Champaign; M.S., the University of Wisconsin—Madison

Tenure with William Blair: 2017