Linda Sutkin is a financial advisor with William Blair in New York, NY, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has worked at William Blair since 2017 and previously at Wall Street Access from 2010 to 2017. William Blair’s Private Wealth Management division provides 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 management approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Charlotte Davoren is a Series 66-credentialed financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company, L.L.C. since 1990. Outside of her advisory role, she is involved with KULABRANDS, a business focused on launching and brand building. 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 investment models and access to private funds and co-investment opportunities.

Robert Rumley III is a financial advisor with William Blair based in Atlanta, GA. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining William Blair, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Creative Industries Advisory Board in Atlanta. 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 investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Megan Bauman is a financial advisor at William Blair with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with William Blair since 2013. William Blair’s Private Wealth Management division provides 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 offers proprietary models alongside access to private funds and co-investment opportunities.

Andrew Sims is a financial advisor at William Blair with 13 years of industry experience. He holds the Series 66 designation and has been with William Blair since 2012. 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.

Christopher Davis is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has previously worked at Morgan Stanley, AE Wealth Management, The Lifewealth Group, and several other firms. Outside of finance, he is involved in a deer processing business in Senoia, Georgia. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm offers active, research-driven strategies across multiple asset classes and supports a range of advisory and sub-advisory platforms.

Peter Mott is a financial advisor at William Blair with 52 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair since 2009. Outside of his advisory role, he serves as the non-executive chairman of ArmaLy Brands, a manufacturer and distributor of household products. William Blair’s Private Wealth Management division provides 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 offers proprietary investment models, private fund access, and co-investment opportunities.

Daniel Maude is a financial advisor with William Blair in Wilmette, IL, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2013. Outside of his advisory role, he coaches youth lacrosse for the Evanston Youth Lacrosse Organization. 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 various asset classes and offers proprietary model portfolios, sub-advisory services, and access to private funds through its MB Investments Program.

Matthew Brady is a Series 66-licensed financial advisor at William Blair with 11 years of industry experience, all of which he has spent at the firm since 2015. In addition to his advisory role, he works part-time as a tour coordinator for MAGI Travel. 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 models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Andrew Thompson is a CFA® charterholder with 24 years of industry experience. He has worked at William Blair since 2016 and previously spent six years at Credit Suisse Securities (USA) LLC. Thompson is based in Chicago, IL and holds a Series 66 license. 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.

Christian Waite is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair since 2016 and 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, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Matthew Blume 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 2014. Based in Chicago, IL, he is part of a firm known for active, research-driven investment management across equities, fixed income, and alternative strategies. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients, offering discretionary and non-discretionary investment management, financial planning, and wealth services.

John Lafferty Jr. is a financial advisor at William Blair with 19 years of industry experience. He holds the Series 65 credential and previously worked at Segall Bryant & Hamill for 19 years and Corient Services LLC. 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 and private investment opportunities.

Daniel Collins is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His prior roles include positions at Northern Trust Securities, Northern Trust Bank, Pimco, and Indiana University. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing a research-driven approach across equities, fixed income, and alternative strategies.

Jessica Scime is a CFP® with 18 years of industry experience, currently serving as a financial advisor at William Blair since 2011. She holds the Series 66 designation and is based in New York, NY. 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, supporting model portfolios and sub-advisory arrangements through its platform.

Willson Rasavongxay is a financial advisor at William Blair with nine years of industry experience. He has held positions at William Blair since 2015, with a one-year period at Vista Equity Partners in 2018-2019, and is currently involved with Inner Circle Sports LLC. Rasavongxay holds the Series 66 designation. 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 multiple asset classes and offers proprietary models and private investment opportunities.

Cara Ryadi is a CFP® with 15 years of industry experience, currently serving as a financial advisor at William Blair since 2017. She holds the Series 66 designation and is based in River Forest, IL. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Jennifer Viglucci is a financial advisor at William Blair with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at William Blair since 2019, having previously spent 12 years at Brown Advisory Securities. In addition to her advisory role, she serves as Treasurer of the Roland Park Civic League, a civic governing body in Baltimore. 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 strategies across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Brian Schultz is a financial advisor at William Blair with 18 years of industry experience. He has been with William Blair & Company LLC since 2009 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sarah Mercurio is a CFP® with 26 years of experience in the financial industry. She has been with William Blair & Company, L.L.C. since 2001. Based in Chicago, IL, she holds the Series 63 designation. 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 strategies across equities, fixed income, and alternatives, providing proprietary models and access to private funds and co-investment opportunities.