Jeff Golden is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Citigroup Global Markets and Morgan Stanley Smith Barney. 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 private fund access through its integrated platform.

James Whelihan is a financial advisor at William Blair with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, he serves on the finance committee of the Tudor Place Foundation and chairs the investment committee at St. David's Parish in Washington, DC. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with active, research-driven investment management and wealth services. The firm offers a range of proprietary models and access to private funds and co-investment opportunities.

Raymond Lombardi is a financial advisor at William Blair with 18 years of industry experience. He holds a Series 66 designation and has been with William Blair & Co since 2006. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds and co-investment opportunities.

William Kasten is a financial advisor at William Blair with 43 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. Outside of his advisory role, he is involved as a principal in a boat and net storage business based in West Bend, Wisconsin. William Blair’s Private Wealth Management division serves individuals, foundations, pension plans, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. 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.

Brian Gilmore 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 2022. His prior experience includes roles at PNC Wealth Management, Natcity Investments, Inc., and Invest Financial Corporation. William Blair’s Private Wealth Management division offers 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 provides proprietary model portfolios, access to private funds, and co-investment opportunities.

Katherine Murphy 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. William Blair’s Private Wealth Management division offers discretionary and non-discretionary 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 an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Naomi Ekine is a financial advisor at William Blair with Series 66 credentials and one year of industry experience. Her prior roles include positions at Avidian Wealth Solutions and various academic institutions including the University of Houston. 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 and private fund opportunities.

William Escamilla is a CFP®-designated financial advisor with William Blair in Chicago, IL, bringing 40 years of industry experience. He has worked at William Blair since 2004 and previously at Deutsche Bank Securities Inc. from 2001 to 2004. 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 proprietary models and access to private funds and co-investment opportunities.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Mark Wheeler is a CFA® charterholder with 24 years of industry experience and has been with William Blair since 2009. He is based in Orland Park, IL, and holds the 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 employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Eliza Simsic is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and has held previous positions at Northern Trust and Morgan Stanley. 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 various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Terrance Mc Bride is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. His prior roles include positions at Artemis Energy Partners and several academic institutions, including Rice University and Cornell University. 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 private funds and co-investment opportunities through its MB Investments Program.

Max Kaplan is a financial advisor at William Blair with 17 years of industry experience. He holds a Series 66 designation and 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, 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.

Benjamin Oxley is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. His career includes roles at William Blair since 2018 and prior positions at Colliers International, Aon Risk Solutions, Duke Realty, and Northwestern University. 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 clients with access to proprietary models, third-party sub-managers, and private investment opportunities.

Alejandro Roman is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. He has been with William Blair since 2021. Prior to his advisory role, he worked at Miami University and Loyola Academy. William Blair’s Private Wealth Management division offers discretionary and non-discretionary 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 provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jackson Dennies is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining William Blair, he spent time at the University of Notre Dame both as a student and in a professional capacity. 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 alongside access to private funds and co-investment opportunities.

David Tucker 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 2023, following six years at Hightower Advisors and prior roles at Morgan Stanley. 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 alternatives, providing proprietary models and access to private funds and co-investment opportunities.

Robert Hopkins is a financial advisor at William Blair with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Brown Advisory Securities, LLC for 17 years before joining William Blair in 2019. Outside of his advisory role, he serves on the boards of the Baltimore Cemetery Association and the Maryland Historical Society, chairs the investment committee of St. John’s Church, Western Run Parish, and is president of the Thomas Wilson Foundation for the Children of Baltimore City. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, 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.

Payton Winebar is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. Payton has been with William Blair since 2019 and also has experience working with Indiana University and Kelly Construction & Design, LLC. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm focuses on active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Cameron Kasmar is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He has been with William Blair Investment Management, LLC since 2017. Prior to his advisory role, he worked at Aquilon Energy Services and studied at Northern Illinois 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 focuses on active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.