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Michael Trimberger

Executive Committee, CFO at William Blair & Company

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
7
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Michael Trimberger is Executive Committee, CFO of William Blair & Company L.L.C., a Chicago investment adviser managing $64.3B. Michael Trimberger has a current broker registration and no current investment-adviser registration and has passed 7 licensing exams.

Role at William Blair & Company

Title on Schedule A
Executive Committee, CFO
Control
Michael Trimberger is a control person of William Blair & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Michael Trimberger has held the filed role since July 2023.

The firm

William Blair & Company L.L.C.
Chicago, IL

Form ADV filed 31 March 2026

$64.3B AUM38,171 clients231 advisers12 offices

Career on record

Firms and exams, newest first
  1. Passed Series 79TO and Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 and Series 27 · 2017
  4. Passed Series 7 and Series 63 · 2007

Registrations and exams

Broker registration; no current adviser registration. Michael Trimberger has passed 7 qualifying exams.

Examinations

Series 6310 September 2007
Name
Uniform Securities Agent State Law Examination
Series 2723 May 2017
Name
Financial and Operations Principal Examination
Series 2421 March 2017
Name
General Securities Principal Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 79 July 2007
Name
General Securities Representative Examination

Individual record

Full name
Michael William Trimberger
CRD
5329834
Firm
William Blair & Company L.L.C.
Registration status
Broker registration; no current adviser registration
Firm bio
williamblair.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Michael Trimberger is a partner and chief financial officer at William Blair. The firm says he serves on its executive committee. Official firm biography

Education

  • He received an MBA from Stanford University and a BS in accountancy from the University of Illinois.Official firm biography

Common questions

Where does Michael Trimberger work?

Michael Trimberger has been Executive Committee, CFO of William Blair & Company L.L.C. since July 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Michael Trimberger have a current investment-adviser registration?

Michael Trimberger has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Michael Trimberger passed?

Michael Trimberger has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 27, SIE, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in July 2007.

Source: IAPD individual record, checked 18 October 2026

Leadership at William Blair & Company

Sources

  1. IAPD individual record, CRD 5329834. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of William Blair & Company L.L.C., filed 31 March 2026. Title, control and ownership bands.
  3. William Blair & Company team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Michael Trimberger or William Blair & Company L.L.C. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.