Mr. Kjellman, managing director, is a wealth advisor with William Blair’s Boston Wealth Management team. His primary responsibility is to provide portfolio management to high-net-worth individuals and their families, as well as to endowments and foundations. Mr. Kjellman has been in the investment business since 1982. Since 1998 he was a senior vice president and senior portfolio manager at Boston Private Bank & Trust Company. Mr. Kjellman was also chairman of its investment policy committee from 2000 to 2010, and managed the bank’s equity income strategies. His previous investment management experience includes time at The Private Bank at BankBoston, Shawmut Bank’s Investment Managem