Dennis Duff is a financial advisor with William Blair in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with William Blair & Co LLC since 2010. 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 model portfolios and access to private funds and co-investment opportunities.

Eric Eimen is a financial advisor at William Blair with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2022, he worked at BMO Private Bank from 2011 to 2022. 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 clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Thomas Wilson is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services Inc. and has held multiple roles at William Blair since 2022. His background also includes four years at The University of Alabama and four years at New Trier Township High School. 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.

Jennifer Mccarthy is a Series 66-licensed financial advisor at William Blair with 13 years of industry experience. She previously worked at Stifel Nicolaus for 14 years before joining William Blair in 2026. Outside of her advisory role, she is actively involved in ice hockey as a referee, coach, and instructor with various organizations in Ohio. 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 equities, fixed income, and alternatives and provides access to private funds and co-investment opportunities through its MB Investments Program.

Thomas Riesenberg is a financial advisor at William Blair with 11 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2011. The firm’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. William Blair pursues active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Osman Galvez Matamoros is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2017, following three years at Mercer Investments. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across various asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

Julie Gritzenbach is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with William Blair and Company, L.L.C. since 2004 and also has experience at Bear, Stearns & Co. Inc. since 1998. Additionally, she has been affiliated with Moraine Valley Community College since 1997. 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 approach across multiple asset classes and offers proprietary models, third-party sub-managers, and access to private funds and co-investments.

Jacob Gariup 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, with prior experience at AHC Funds and Mesirow Financial. Outside of finance, he is a partner in White Tree Creative Group, an event planning and marketing firm based in Indianapolis. 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, sub-advisory options, and access to private funds and co-investment opportunities.

Hoyt Spearman III is a financial advisor at William Blair with four years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC, PlainsCapital Bank, Concho Resources, Rheem Manufacturing, and Southern Methodist 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 utilizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Jack Brown is a financial advisor at William Blair with 13 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2013. Brown serves as a board member of Bunn-O-Matic Corporation. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

Anne Callahan is a financial advisor at William Blair with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Stephens Inc. and Fairway Capital Management, as well as an eleven-year background in education. 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 utilizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

William Melka is a financial advisor at William Blair with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with William Blair since 2014. 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 as well as access to private funds and co-investment opportunities.

Anne Cusick is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000 and holds a Series 66 designation. Based in Chicago, IL, she provides investment and wealth management services through 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Marco Larocque is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked for nine years at Desjardins Global Asset Management. 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 various asset classes and provides proprietary model portfolios and access to private funds through specialized programs.

Elinor Escamilla is a financial advisor at William Blair with 11 years of industry experience. She holds the CFA® and Series 63 designations and has worked at William Blair since 2019, following six years at Bard Associates Inc. Based in Chicago, IL, she provides investment management and wealth planning services. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pensions, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Matthew Kelly is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Investments for two years before joining William Blair in 2018. Outside of his advisory role, he serves as the head lacrosse coach for the varsity team at Mount Carmel High School in Chicago. 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, third-party sub-advisory options, and access to private funds through its MB Investments Program.

Alexei Lee is a financial advisor at William Blair with 11 years of industry experience. He has held positions at William Blair since 2017 and previously worked at Wall Street Access from 2014 to 2017. He holds a Series 66 designation. William Blair’s Private Wealth Management division serves individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients, providing discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers proprietary home-office models and model portfolios to clients and other registered investment advisers.

Reganne Lively is a financial advisor at William Blair with four years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to her current role, she held positions at the University of Wisconsin–Madison and the National Republican Senatorial Committee. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private investment opportunities.

Dante Demarco is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at William Blair & Company since 1999. Outside of his advisory role, he is involved in managing a family-owned restaurant, Trattorin Roma. William Blair’s Private Wealth Management division offers investment management and financial planning services to individuals, foundations, and corporate clients, using active, research-driven strategies across multiple asset classes.

Renee Gagliardo is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has four years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, Renee spent 16 years in full-time education. 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 management approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.