Obrian Phillips is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2017, following nine years at CITIGROUP. 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 utilizes active, research-driven management across various asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Joel Dobbs is a financial advisor at William Blair with 13 years of industry experience and holds a Series 66 designation. He has been with William Blair since 2016. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Jack Gentile is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with three years of industry experience. He has been with William Blair since 2019, with intermittent periods as a student, and also worked briefly at MBS Textbooks and the Arlington Heights Park District prior to his current role. 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 emphasizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sanjeev Joshi is a financial advisor at William Blair in Chicago, holding a Series 66 credential with one year of industry experience. He previously worked at Brown Advisory for seven years and UBS Asset Management for five years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm pursues active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

Mary Ubik is a financial advisor at William Blair with 31 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000. Mary holds 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 funds, 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.

Edward Chandler is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2000. Outside of his advisory role, he is a partial owner of Towlease Properties, LLC, a real estate business. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary model portfolios, access to private funds, and a variety of sub-advisory arrangements.

Theresa Kwiecinski is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1997. 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 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.

Kevin Donahue is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has been with William Blair since 2021 and has prior work experience in healthcare and education sectors. 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 utilizes an active, research-driven investment approach and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

David Dreifuss is a financial advisor at William Blair with 17 years of industry experience and holds a Series 66 designation. He has been with William Blair & Co since 2008. 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 and access to private funds through its integrated investment platform.

Corey Minturn is a financial advisor at William Blair with 33 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and 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 active, research-driven management across multiple asset classes and offers proprietary models and private investment opportunities.

Briana Lantuh is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Before joining William Blair, she held various roles across sectors including technology and education, with positions at Carahsoft Technology Corp. and The University of North Carolina at Chapel Hill. 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. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Charles Hodges IV is a financial advisor at William Blair with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at William Blair & Company L.L.C. since 1976. 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 various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kathleen Kelly is a Series 66 licensed financial advisor with 22 years of industry experience. She has worked at William Blair since 2019 and previously spent 15 years at Ameriprise Financial Services, Inc. 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 multiple asset classes and offers proprietary models and private investment opportunities.

Argiris Kantzavelos is a financial advisor at William Blair with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Blair since 2013, following positions at BMO Family Office and Deloitte Investment Advisors. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individual, foundation, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jaron Grounds is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018. Prior to joining William Blair, he was employed at DICK's Sporting Goods and Overtime Athletics, and he also spent time at Kennesaw State 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Judia Chang is a financial advisor at William Blair with 10 years of industry experience. She holds the CFP® and Series 63 designations and has worked at William Blair since 2018. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary model portfolios and access to private funds through its integrated platform.

John Tabet is a financial advisor at William Blair with a Series 66 credential and one year of industry experience. Prior to joining William Blair, he worked for six years at Tradecraft Crating and Expo Chicago and spent four years at the University of Illinois Urbana-Champaign. Outside of his financial advisory role, he has held positions in organizations related to crating and art exhibitions. 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 private fund access through its integrated platform.

Aaron Stout is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with William Blair & Company since 2007. Outside of his advisory role, he is a partner in Blackthorn Farms, where he spends minimal time annually and receives no compensation. 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 a research-driven approach and provides access to proprietary models, third-party sub-advisers, and private investment opportunities.

Angela Burdelik is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1992. Based in New Lenox, IL, she has spent her entire career at the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across multiple asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Christopher Rosamond is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 26 years of industry experience. His career includes positions at Merrill Lynch from 1999 to 2017 and Bank of America from 2009 to 2017 before joining William Blair in 2017. 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 advisory clients access to proprietary models, third-party sub-managers, and private investment opportunities.