Matthew Lafontaine is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 credential. He has worked at William Blair since 2015 and is also a principal and head of baseball operations at The Yard, an indoor baseball facility. Additionally, he coaches baseball on weekends for New Trier Pony. 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 proprietary models and access to private funds through its MB Investments Program.

Thomas Rogers 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, following four years at Brown Advisory. 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 access to proprietary models, sub-advisory arrangements, and private investment opportunities.

Tyler Smith is a financial advisor at William Blair with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. In addition to his advisory role, he owns and operates a candle-making business called Kinky Kandles in Chicago. 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 access to proprietary models and private investment opportunities.

Gary Garabedian is a financial advisor at William Blair with Series 63 and Series 65 registrations and 50 years of industry experience. His prior positions include roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and UBS Financial Services. He is also associated with a transportation equipment sales business and a limited partnership investment interest. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, applying an active, research-driven approach across multiple asset classes and providing access to proprietary models and private investment opportunities.

Andrew Hansen is a financial advisor at William Blair with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with William Blair since 2017. Outside of his advisory role, Hansen serves as Chief Financial Officer for a short-term rental property entity. William Blair’s Private Wealth Management division offers investment management and wealth planning services to individuals, foundations, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Kristin Bennett is a financial advisor at William Blair with two years of experience in the industry. She holds a Series 66 designation and has previously worked at Midland Trust Company and Midland IRA. 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 various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

James Hammack is a ChFC® credentialed financial advisor at William Blair with nine years of industry experience. Prior to joining William Blair in 2024, he worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC, as well as Kestra Advisory and NFP Corporate Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisory options, and access to private fund investments.

Andrew Kross is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has worked at William Blair since 2016 and previously held roles at Neuberger Berman BD LLC and Waddell & Reed. 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-advisory relationships, and access to private funds and co-investments.

Davis Eimen is a financial advisor at William Blair in Chicago, holding Series 63 and Series 65 licenses. He has been with William Blair since 2024 and has no prior industry experience before joining the firm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Harlem Valdez is a financial advisor at William Blair with 15 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Harlem’s prior experience includes roles at JP Morgan Securities, Northwestern Mutual Investment Services, and Private Client Resources. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Jacob Stoiber is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. He previously worked at Evercore Wealth Management for six years and The Connable Office for three 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Rebecca Vautour is a financial advisor at William Blair with three years 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, 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.

Timothy Gleason is a financial advisor at William Blair with 10 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2015. 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 access to private funds and co-investment opportunities.

Scott Zopfi is a CFP®-credentialed financial advisor at William Blair with 10 years of industry experience. He has been with William Blair & Company since 2015. 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Mark Mckinley is a financial advisor at William Blair with 25 years of industry experience. He has worked at William Blair since 2012 and previously spent 12 years at CIBC Private Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing active, research-driven strategies across multiple asset classes.

Steven Jefferis is a financial advisor at William Blair with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 28 years. Outside of advisory work, he is involved in horse racing as the owner of Maplewing Farm LLC and manages an AirBNB operation at the farm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Mark Warren is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and more than 24 years of industry experience. Prior to joining William Blair in 2023, he worked at Morgan Stanley in various roles from 2009 to 2023. 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 model portfolios and access to private funds through its MB Investments Program.

Scott Carnow is a financial advisor at William Blair with 30 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Wilfrido Hernandez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and six years of industry experience. Prior to joining William Blair in 2018, he worked at Hyatt Hotels Co from 2014 to 2018. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven management across multiple asset classes and offers proprietary model portfolios, private funds, and co-investment opportunities.

Brian Kittle Jr. is a financial advisor at William Blair with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair since 2008. 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 access to proprietary models and private investment opportunities.