Alexander Fernberger is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

John Webb is a financial advisor at William Blair in Baltimore, MD, holding the Series 66 designation. He joined William Blair in 2026 after completing ten years of full-time education. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm utilizes an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

James Alverson is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021, following eight years at Tiaa. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Spencer Kenney is a financial advisor at William Blair in Chicago, holding a Series 66 designation with two years of industry experience. He previously worked at Northern Trust for seven years before joining William Blair. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Charles Hoban is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Wesleyan University, The Lawrenceville School, Winnetka Park District, and New Trier High School. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses active, research-driven strategies across multiple asset classes and offers proprietary models, access to private funds, and co-investment opportunities.

Rafal Sieklucki is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair in 2025, he spent several years in educational roles, including positions at Miami University, Fenwick High School, and St. Constance School. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

John Oliveira is a financial advisor with William Blair in Chicago, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Royal Bank of Canada and Ieq Capital. Outside of finance, he has been involved with the Chicago Rowing Foundation and spent five years affiliated with Cornell University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Kevin Eifert is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, he spent eight years in full-time education. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Sarah Hayes is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. She has worked at William Blair since 2021 and also has prior experience in educational roles at Texas Christian University and New Trier High School. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Brian Early is a financial advisor with William Blair, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2011. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Kelsey Stella is a financial advisor at William Blair with 11 years of industry experience. She holds the Series 66 designation and has been with William Blair since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.

Joseph Cheop is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. His credentials include Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Jill Harvey is a CFA® charterholder and Series 63 licensee with nine years of industry experience. She has been with William Blair since 2017 and previously worked at Fieldpoint Private Securities, LLC from 2011 to 2017. Based in New York, NY, she specializes in private wealth management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Margaret Miller is a financial advisor at William Blair with four years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a prior role at American Commercial Bank & Trust. She is based in Chicago, IL. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides proprietary models and access to private funds through its integrated platform.

Christopher Brathwaite is a financial advisor at William Blair with 27 years of industry experience. He has been with William Blair & Co LLC since 2010 and holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers a range of proprietary models and access to private funds and co-investments.

Daniel Maxwell is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021, following roles at Valic Financial Advisors, Fischer Investment Group, Inc., and during his time at the University of Notre Dame. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across equities, fixed income, and alternative strategies, and offers proprietary models and access to private funds and co-investment opportunities.

Joseph Pucci Jr is a financial advisor at William Blair with 21 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2018, following a 12-year tenure at Sanford C. Bernstein. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Daniel Tabet is a financial advisor at William Blair with a Series 66 designation. He has one year of industry experience with prior roles including positions in education and sports organizations. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.