Blake Pontius, CFA

Blake Pontius, CFA

Senior Investment Analyst

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  • Timeline

  • About me

    Director of Sustainable Investing at William Blair Investment Management

  • Education

    • DePaul Driehaus College of Business

      2005 - 2007
      M.B.A. Finance
    • Michigan State University

      1993 - 1997
      B.A. Economics

      Activities and Societies: Golden Key International Honour Society, Phi Chi Theta Professional Business and Economics Fraternity, Omicron Delta Epsilon International Economics Honors Society

  • Experience

    • Mercer

      Aug 1997 - Dec 2003
      Senior Investment Analyst

      Blake worked for six years as a senior investment analyst at Mercer, providing asset allocation, manager search, and performance analysis services for institutional plan sponsors.

    • UBS

      Dec 2003 - Jul 2005
      Consultant Relations Associate

      Blake worked for two years as a consultant communications specialist at UBS Asset Management, where he led a team responsible for new business proposals and database management.

    • William Blair

      Aug 2005 - now
      • Director of Sustainable Investing

        Dec 2018 - now
      • Global Equity Portfolio Specialist

        Aug 2005 - Sept 2021
  • Licenses & Certifications

    • Fundamentals of Sustainability Accounting (FSA)

      SASB – Sustainability Accounting Standards Board
      Jan 2020
      View certificate certificate
    • Certificate in ESG Investing

      CFA Institute
      Jan 2022
    • CFA

      CFA Institute
      Aug 2009
  • Volunteer Experience

    • Board Member

      Issued by Easterseals DuPage & Fox Valley on Nov 2018
      Easterseals DuPage & Fox ValleyAssociated with Blake Pontius, CFA
    • Board Member

      Issued by CFA Society Chicago on Sept 2022
      CFA Society ChicagoAssociated with Blake Pontius, CFA