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Charles H

Series 66

Chicago, IL

William Blair

Charles Hoban is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Wesleyan University, The Lawrenceville School, Winnetka Park District, and New Trier High School. 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 active, research-driven strategies across multiple asset classes and offers proprietary models, access to private funds, and co-investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rafal S

Series 66

Chicago, IL

William Blair

Rafal Sieklucki is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair in 2025, he spent several years in educational roles, including positions at Miami University, Fenwick High School, and St. Constance School. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John O

Series 66

Chicago, IL

William Blair

John Oliveira is a financial advisor with William Blair in Chicago, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Royal Bank of Canada and Ieq Capital. Outside of finance, he has been involved with the Chicago Rowing Foundation and spent five years affiliated with Cornell 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 employs an active, research-driven approach across asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin E

CFA®, Series 66

Chicago, IL

William Blair

Kevin Eifert is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, he spent eight 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kelsey S

Series 66

Chicago, IL

William Blair

Kelsey Stella is a financial advisor at William Blair with 11 years of industry experience. She holds the Series 66 designation 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 uses an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Margaret M

Series 66

Chicago, IL

William Blair

Margaret Miller is a financial advisor at William Blair with three years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a period at American Commercial Bank & Trust. 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 equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher B

Series 63, Series 65

Chicago, IL

William Blair

Christopher Brathwaite is a financial advisor at William Blair with 27 years of industry experience. He has been with William Blair & Co LLC since 2010 and holds Series 63 and Series 65 credentials. 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 a range of proprietary models and access to private funds and co-investments.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin B

Series 63, Series 65

Chicago, IL

William Blair

Kevin Brock is a financial advisor with William Blair in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with William Blair & Co., L.L.C. since 2002 and previously worked at Donaldson, Lufkin & Jenrette Securities Corporation beginning in 1993. William Blair’s Private Wealth Management division serves individuals, including high-net-worth clients, as well as foundations, pension plans, and corporations. The firm employs an active, research-driven investment approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kate E

Series 66

Chicago, IL

William Blair

Kate Elisha is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and has been with William Blair since 2019, following two years working at Trifecta Grill and four years in full-time education. 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 models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew S

Series 66

Chicago, IL

William Blair

Matthew Sullivan is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has been with William Blair since 2016, with a brief interruption in 2018. Based in Chicago, IL, he is part of a team of 322 advisors at the firm. 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 follows an active, research-driven investment approach across equities, fixed income, and alternative strategies and offers proprietary models and access to private funds and co-investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alisa C

Series 63, Series 65

Chicago, IL

William Blair

Alisa Ciccone is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair & Company L.L.C. since 1999. 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 and access to private funds and co-investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kathryn N

Series 66

Chicago, IL

William Blair

Kathryn Novak is a financial advisor at William Blair with one year of industry experience. She holds a Series 66 designation. Prior to joining William Blair, she worked at Bucknell University and Mattawan Highschool. 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 investment approach across multiple asset classes and provides access to proprietary models and private fund opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Elizabeth C

Series 66

Chicago, IL

William Blair

Elizabeth Chandler is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation. Prior to joining William Blair, she worked at Deloitte and Wake Forest University. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael S

Series 66

Chicago, IL

William Blair

Michael Sarazen is a financial advisor at William Blair with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds through its MB Investments Program.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Marc L

Series 66, Series 65, Series 63

Chicago, IL

William Blair

Marc Lacher is a financial advisor at William Blair with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials and has been with William Blair since 2013. Based in Chicago, IL, he operates within an enterprise firm employing more than 300 advisors. 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 model portfolios and access to private investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Emily G

Series 66

Chicago, IL

William Blair

Emily Guglielmo is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC. She also has a background in academia from 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John C

Series 63, Series 66

Chicago, IL

William Blair

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.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Na'im T

Series 66

Chicago, IL

William Blair

Na'im Temlock is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has held various roles at William Blair since 2021 and previously worked at Riddle and Bloom. Outside of finance, he has experience in athletics and education through positions at McGill Athletics, McGill University, and University High School. 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.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas W

Series 66

Chicago, IL

William Blair

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.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jacob G

Series 66

Chicago, IL

William Blair

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.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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