Charles Hodges IV is a financial advisor at William Blair with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at William Blair & Company L.L.C. since 1976. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Judia Chang is a financial advisor at William Blair with 10 years of industry experience. She holds the CFP® and Series 63 designations and has worked at William Blair since 2018. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 proprietary model portfolios and access to private funds through its integrated platform.

Jeffrey Urban is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2023, with prior roles at Advisory Research, Vector Marketing Corporation, and ShoreAcres. 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 model portfolios and access to private funds through its MB Investments Program.

Matthew Leuer is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. Prior to joining William Blair, he worked at Hudl and held positions at the University of Nebraska-Lincoln and Marmion Academy. 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.

Laura Macias is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. Based in Chicago, IL, she 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 employs active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Donald Yeomans is a financial advisor at William Blair with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Yeomans has been with William Blair since 2017, with a one-year period of extended travel prior to joining 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 multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Loui Marver is a financial advisor at William Blair with Series 63 and Series 65 designations and 52 years of industry experience. He has been with William Blair & Company L.L.C. since 1987. 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 and co-investment opportunities.

Naomi Ekine is a financial advisor at William Blair with Series 66 credentials and one year of industry experience. Her prior roles include positions at Avidian Wealth Solutions and various academic institutions including the University of Houston. 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 private fund opportunities.

William Escamilla is a CFP®-designated financial advisor with William Blair in Chicago, IL, bringing 40 years of industry experience. He has worked at William Blair since 2004 and previously at Deutsche Bank Securities Inc. from 2001 to 2004. 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.

Terrance Mc Bride is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. His prior roles include positions at Artemis Energy Partners and several academic institutions, including Rice University and Cornell 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 private funds and co-investment opportunities through its MB Investments Program.

Max Kaplan is a financial advisor at William Blair with 17 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, 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.

Alejandro Roman is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has been with William Blair since 2021. Prior to joining the firm, he worked at Miami University and Loyola Academy. 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.

Jackson Dennies is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining William Blair, he spent time at the University of Notre Dame both as a student and in a professional capacity. 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 alongside access to private funds and co-investment opportunities.

Payton Winebar is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. Payton has been with William Blair since 2019 and also has experience working with Indiana University and Kelly Construction & Design, LLC. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm focuses on active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Manuel Hodzic is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with William Blair since 2019 and previously worked at C.W. Henderson. Outside of finance, he has experience working in hospitality roles including at Rosebud Steakhouse and ShoreAcres Country Club. 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.

Brandon Callison is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has worked exclusively at William Blair since 2018, with prior experience at John Carroll University and Eastern 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Samuel Cooper is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining William Blair, he was involved with the AVID College Readiness Program for one year. 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 various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Andrew Sims is a financial advisor at William Blair with 13 years of industry experience. He holds the Series 66 designation and has been with William Blair since 2012. 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.

Brian Schultz is a financial advisor at William Blair with 18 years of industry experience. He has been with William Blair & Company LLC since 2009 and holds the Series 63 and Series 65 licenses. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sarah Mercurio is a CFP® with 26 years of experience in the financial industry. She has been with William Blair & Company, L.L.C. since 2001. Based in Chicago, IL, she holds the Series 63 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 active, research-driven strategies across equities, fixed income, and alternatives, providing proprietary models and access to private funds and co-investment opportunities.