Zachary Abrams is a financial advisor with William Blair in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked at SS&C Technologies for three years and has a background that includes roles in technology and education. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across equities, fixed income, and alternatives. The firm manages approximately $64 billion in assets under management and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jonathan Lamar is a financial advisor at William Blair with 15 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, 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.

Michael Benstein is a financial advisor at William Blair with 14 years of industry experience. His prior roles include positions at Charles Schwab, Enova International, and Capgemini Consulting. He holds Series 63 and Series 66 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 across multiple asset classes and provides proprietary models, third-party sub-managers, and access to private funds through its MB Investments Program.

Melissa Mendoza is a financial advisor at William Blair with 15 years of industry experience. She has been with William Blair & Co LLC since 2010 and holds a Series 66 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 an active, research-driven approach across equities, fixed income, and alternative strategies, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kyle Bakhshi is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021 and previously spent seven years at Nuveen. 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, and provides proprietary models as well as access to private funds and co-investment opportunities.

Teresa Devereux is a financial advisor at William Blair with 40 years of industry experience. She holds Series 63 and Series 65 designations 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

John O’Toole is a financial advisor with William Blair, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at William Blair and Company L.L.C. for over 27 years, with a brief gap between 2022 and 2026. 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 equities, fixed income, and alternatives, and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jeremy Frazer is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at William Blair since 2014. He holds Series 63 and Series 65 licenses and is based in Geneva, Illinois. 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 various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

William Ryan is a financial advisor at William Blair with 31 years of industry experience. He has held positions at William Blair since 2018 and previously worked at J.P. Morgan Securities Inc. for 17 years. Ryan serves as a director of PACTT, a nonprofit organization focused on helping children and adults with autism. 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 investment models, access to private funds, and co-investment opportunities.

Ralph Segall is a financial advisor at William Blair with 32 years of industry experience. He holds the CIC, Series 63, and Series 65 credentials. His prior experience includes over three decades at Segall Bryant & Hamill and more recent roles at Corient and Corient Services LLC. 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 utilizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Ryan Terrents is a financial advisor with William Blair, holding a Series 66 designation and one year of industry experience. He has held roles at Coppermine, Heritage Financial Consultants, and other organizations prior to joining William Blair. 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 various asset classes and providing access to proprietary models, third-party sub-managers, and private investment opportunities.

John Cultra is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously worked at EPIC Systems and Jaco Management, Inc. Outside of finance, he has been involved with the La Grange Country Club for several years. 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 equities, fixed income, and alternative strategies and offers proprietary models and access to private funds through its MB Investments Program.

Benjamin Mc Fadden is a financial advisor at William Blair with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at William Blair since 2019. Prior to this, he held positions at Cowen and Company, Water Walker Investments, and Johns Hopkins University, and took a one-year extended travel break in 2019. 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.

Emmett Omalley 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 2019. Prior to joining the firm, he worked at Indiana University and Park Ridge Country Club. 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 strategies across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Iain Mckinney is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2010. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Thomas Thibeault is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with William Blair since 2015. Outside of his advisory role, he coaches individuals in lacrosse skills and conditioning through Athletes Academy. 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 asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

James Hamman is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with William Blair & Company L.L.C. since 1997. 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

John Cella is a financial advisor at William Blair with seven years of industry experience. He holds a Series 66 designation and previously worked at First Republic Securities Company and First Republic Investment Management. He has been with William Blair since 2023. 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.

Alexander Lane is a CFA® charterholder with 29 years of experience in the financial services industry. He has worked at William Blair since 2021 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, Lane serves as a snowboard instructor at Windham Mountain Snow Sports School during winter weekends and breaks. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to high-net-worth individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios and access to private funds through its MB Investments Program.

Clarence Darrow is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His prior work includes roles at Heartland Advisors, Inc., Marquette Associates, Madison Investments, UMB Fund Services, Alpha Investment Consulting Group, and Marquette 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 proprietary models and access to private funds and co-investment opportunities.