Robert Napier is a financial advisor at William Blair with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at William Blair since 2017, with a two-year period at KeyBanc Capital Markets Inc. from 2023 to 2025. 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 active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jaime Villalobos is a financial advisor at William Blair with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS for 14 years before joining William Blair in 2025. 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 management approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.