Robert Boeye is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has been with William Blair since 2020. Prior to his current role, he worked at the University of Notre Dame and Pinecrest Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Thomas Thibeault is a financial advisor at William Blair with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Chapin Davis, UBS Financial Services, Mount Vernon Associates Inc, and Deutsche Bank Securities Inc. 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, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jeffrey Urban is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2023, with prior roles at Advisory Research, Vector Marketing Corporation, and ShoreAcres. 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 model portfolios and access to private funds through its MB Investments Program.

Lisa Shake is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to joining William Blair, she spent nine years at Fifth Third Private Bank. 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 strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kenneth Langston is a financial advisor at William Blair with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at William Blair since 2018, following a nine-year tenure at Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board member of the Marrero Land & Improvement Association, Ltd. 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 access to private funds and co-investment opportunities.

Kristina Rediehs is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation and has been with William Blair since 2011. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Jonathan Cook Sr. is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He holds Series 63 and Series 65 designations. 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 investment models and access to private funds and co-investment opportunities.

Matthew Leuer is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. Prior to joining William Blair, he worked at Hudl and held positions at the University of Nebraska-Lincoln and Marmion Academy. 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 access to private funds and co-investment opportunities.

David Kuzia is a financial advisor at William Blair with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OppenheimerFunds Distributor, Inc., Advisors Asset Management, Inc., Raymond James & Associates, and Carillon Tower Advisers, Inc. 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 through its MB Investments Program.

Laura Macias is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. Based in Chicago, IL, she is part of a team of 322 advisors at the firm. 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 active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Cody Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at William Blair in Chicago. He has been with William Blair since 2019 and previously worked at Hobart and William Smith Colleges. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Arthur Paterson Jr. is a financial advisor at William Blair with 23 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2017. Prior to that, he was employed at Bank of America, N.A. and Merrill. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Allen Hinkelman Jr. is a financial advisor at William Blair with 35 years of industry experience. He has been with William Blair & Company L.L.C. since 1990. He 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 plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models, third-party sub-manager access, and private fund investment opportunities.

Laura Min Proctor is a financial advisor with William Blair in Evanston, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at William Blair since 2016 and concurrently at JPMorgan Chase 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 an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investments.

Donald Yeomans is a financial advisor at William Blair with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Yeomans has been with William Blair since 2017, with a one-year period of extended travel prior to joining the firm. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Patrick Rule is a financial advisor with William Blair in Clarendon Hills, IL, holding a Series 66 designation and 15 years of industry experience. He has been with William Blair since 2016. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Adam Pusinelli is a financial advisor at William Blair with six years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021. Prior to that, he was employed at Edward Jones and Trunk Club. 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 multiple asset classes and provides proprietary models and access to private funds through various programs.

Thomas Wilson Jr. is a financial advisor at William Blair with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1991. 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 fund access through its MB Investments Program.

Eve Ellis is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at William Blair since 2020. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved in theatre production through White Dog Productions, LLC, and serves on the advisory board of First Women's Bank. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pensions, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, sub-advisory arrangements, and private investment opportunities.

Loui Marver is a financial advisor at William Blair with Series 63 and Series 65 designations and 52 years of industry experience. He has been with William Blair & Company L.L.C. since 1987. 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 proprietary models and access to private funds and co-investment opportunities.