Mitchell Whiteman is a financial advisor at William Blair with 24 years of industry experience. He has been with William Blair since 2019 and previously worked at Brown Advisory Securities, LLC for 15 years. He holds Series 63 and Series 66 designations. 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 strategies across various asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Jaime Monn is a financial advisor at William Blair with 11 years of industry experience. He has worked at William Blair since 2018 and previously spent three years at Alliance Bernstein. Jaime 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 emphasizes active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Lindsey Holton is a financial advisor at William Blair with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with William Blair since 2015. 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.

Nathan Smolinski is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has worked at William Blair since 2022, with a brief period outside the industry. 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 multiple asset classes and provides access to proprietary models and private investment opportunities.

Marc Lacher is a financial advisor at William Blair with 14 years of industry experience. He has held his current role at William Blair since 2013 and previously worked at Ameriprise from 2005 to 2007. He holds Series 63, Series 65, and Series 66 licenses. 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 through its integrated platform.

Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. 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 through its integrated investment platform.

Steven Fortner is a financial advisor at William Blair with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at William Blair since 2018, following two years at Northern Trust Hedge Fund Services. 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.

Victor Sanchez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Options Clearing Corporation, and the University of Illinois at Chicago. Sanchez has been with William Blair since 2022. 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 approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Ryan Airola is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2007. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Mcclean is a financial advisor at William Blair with 32 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2021, he worked for Brown Advisory Securities, LLC for 15 years. 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.

Emily Guglielmo is a financial advisor at William Blair with nine years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC. Her background also includes four years at Butler 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 uses an active, research-driven investment approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Slater Ottenritter is a financial advisor at William Blair with nine years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Advisors, Bank of America, and Merrill Lynch. 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.

John Cutler is a financial advisor at William Blair with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at William Harris Investors from 2006 to 2018 before joining William Blair in 2018. Based in Chicago, IL, he provides investment advisory services within a well-established 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 active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds through its extensive platform.

Na'im Temlock is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with three years of industry experience. His work history includes roles at William Blair and Riddle and Bloom, alongside previous positions at McGill Athletics and McGill University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through an active, research-driven approach across multiple asset classes. The firm supports a range of advisory solutions including proprietary models, third-party sub-managers, and access to private funds and co-investment opportunities.

Jesse Otzen is a financial advisor at William Blair with 31 years of industry experience. He has held his current position at William Blair & Company, L.L.C. since 2001. He holds the Series 63 and Series 65 designations. 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 strategies across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Aaron Pisani is a financial advisor at William Blair with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Manning & Napier Investor Services, Inc. and Manning & Napier Advisors, LLC for 12 years. Outside of his advisory role, he serves as a board member and Sergeant at Arms for the Italian American Club of the North Palm Beaches. 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, third-party sub-advisers, and access to private funds through its MB Investments Program.

Steven Zendel is a financial advisor at William Blair with 10 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018, following seven years at Citadel LC. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Joseph Mcmullen is a financial advisor at William Blair with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2010. Outside of his advisory role, he is a partner in Copperhead Management LLC, a holding company for the purchase and sale of domain names. William Blair’s Private Wealth Management division serves individuals, foundations, pension, 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.

Perry Bacon is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at Brown Advisory Securities, LLC for 17 years before joining William Blair in 2019. He serves as a trustee to the Woodbourne Center Charitable Trust. 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, utilizing an active, research-driven approach across multiple asset classes.

John Warren is a CFP® with 25 years of industry experience. He is currently with William Blair, joining the firm in 2023, and previously worked at Morgan Stanley and Citigroup Global Markets. 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 model portfolios and access to private funds and co-investment opportunities.