Leslie Ashley is a financial advisor at William Blair with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at William Blair since 2019, following a 17-year tenure at Brown Advisory Securities, 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 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.

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.

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.

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.

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.

Cindy Pepple is a financial advisor at William Blair with 27 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a 19-year tenure at Brown Advisory Securities, 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 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.

Daniel Summers is a financial advisor at William Blair with eight years of industry experience. He holds a Series 66 designation and previously worked at Brown Advisory for five years before joining William Blair 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 management approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

William Purcell is a financial advisor at William Blair with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Brown Advisory Securities, LLC for 15 years before joining William Blair in 2019. He also serves as co-trustee to the trust under Article VI of the will of Martin A. Purcell. 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 portfolios, third-party sub-advisers, and access to private funds through its MB Investments Program.

Christopher Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at William Blair since 2022. Prior to joining William Blair, he worked at Brown Advisory Inc. for seven years. Outside of finance, he was involved with Portside Tavern from 2010 to 2018. 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 multiple asset classes and offering 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.

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.

Matthew Barrett is a financial advisor at William Blair with 25 years of industry experience. He has held roles at Brown Advisory Securities, LLC for 13 years before joining William Blair in 2019. Barrett holds Series 63 and Series 66 licenses and is based in Baltimore, MD. 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 through its integrated platform.

Allen Garber, Jr. is a financial advisor at William Blair with seven years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2019. Prior to that, he was with Brown Advisory from 2016 to 2019. 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, employing an active, research-driven approach across multiple asset classes.

Darcy Carroll is a financial advisor at William Blair with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Blair since 2019, previously spending 13 years at Brown Advisory Securities, 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 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.

Briana Lantuh is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Before joining William Blair, she held various roles across sectors including technology and education, with positions at Carahsoft Technology Corp. and The University of North Carolina at Chapel Hill. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, 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.

Thomas Thibeault is a financial advisor with Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Chapin Davis since 2009. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and serves several hundred client relationships through a multi-advisor team that employs a variety of investment strategies and portfolio management approaches.

James Whelihan is a financial advisor at William Blair with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Brown Advisory Securities, LLC for 19 years. Outside of his advisory role, he serves on the finance committee of the Tudor Place Foundation and chairs the investment committee at St. David's Parish in Washington, DC. 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, employing an active, research-driven approach across multiple asset classes.

Robert Hopkins is a financial advisor at William Blair with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Brown Advisory Securities, LLC for 17 years before joining William Blair in 2019. Outside of his advisory role, he serves on the boards of the Baltimore Cemetery Association and the Maryland Historical Society, chairs the investment committee of St. John’s Church, Western Run Parish, and is president of the Thomas Wilson Foundation for the Children of Baltimore City. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Matthew Clark is a financial advisor at William Blair with 14 years of industry experience. He holds a Series 66 designation and previously worked at Brown Advisory Securities, LLC for 10 years before joining William Blair in 2021. 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 and access to private funds through its MB Investments Program.

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.