James Alverson is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021, following eight years at Tiaa. 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.

Spencer Kenney is a financial advisor at William Blair in Chicago, holding a Series 66 designation with two years of industry experience. He previously worked at Northern Trust for seven years before joining William Blair. 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 across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Joseph Cheop is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair And Company, L.L.C. since 2004. His credentials include 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 emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Daniel Maxwell 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, following roles at Valic Financial Advisors, Fischer Investment Group, Inc., and during his time at the University of Notre Dame. 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 management approach across equities, fixed income, and alternative strategies, and offers proprietary models and access to private funds and co-investment opportunities.

Joseph Pucci Jr is a financial advisor at William Blair with 21 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2018, following a 12-year tenure at Sanford C. Bernstein. 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 approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Yan Krasov is a financial advisor at William Blair with 24 years of industry experience. He has been with William Blair & Company since 2006 and previously worked at Banc One Securities Corporation. Krasov holds Series 63 and Series 66 licenses. William Blair’s Private Wealth Management division offers 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 various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Edgardo Devariel is a financial advisor at William Blair with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Blair since 2017, with a three-year tenure at Pritzker Private Capital and prior experience at Ernst & Young. 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 through its MB Investments Program.

Gilbert Fitzgerald is a financial advisor at William Blair with five years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2020. His prior experience includes roles at Discover Financial Services and a position at Indiana University-Bloomington. 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 management approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Isidora Lagos is a financial advisor at William Blair with 24 years of industry experience. She holds a Series 66 designation and has been with William Blair & Co., L.L.C. since 2000. 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 model portfolios, access to private funds, and co-investment opportunities.

Robert Hoffman is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at William Blair. He has previously held roles at Larix Capital Partners, where he was a co-founder and board member, the EOM Group, and TLP Management. Hoffman also serves as an independent director on the board of The Agnew Company, a single-family office. 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 access to proprietary portfolios, third-party sub-managers, and private fund opportunities.

Julie Burrows is a financial advisor at William Blair with 14 years of industry experience. She has been with William Blair since 2015 and has operated Orangemosaic LLC, a marketing communications business, since 2002. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary model portfolios and private investment opportunities.

Julia Cooke is a financial advisor at William Blair based in Chicago, IL, holding Series 65 and Series 66 licenses with five years of industry experience. She has worked at William Blair since 2022 and previously held roles at Brown Brothers Harriman and Sei Investments. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Anil Daka is a financial advisor with William Blair in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with William Blair since 2011. 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 equities, fixed income, and alternative strategies.

Joshua Walshe is a CFA® charterholder with 23 years of experience in the financial industry. He has been with William Blair since 2018 and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. His career also includes a brief period at Huber Financial Advisors, 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, using an active, research-driven approach across multiple asset classes.

Alexander Scull is a financial advisor at William Blair with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2017. In addition to his advisory role, he has been affiliated with Duke University since 2015. 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.

Brian Glynn is a Series 66 credentialed advisor at William Blair in Chicago, IL, with 12 years of industry experience. He has been with William Blair & Company since 2017 and previously worked at Foreside Fund Services, LLC and Cedar Capital, 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 employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers proprietary models and access to private funds and co-investment opportunities.

Mirjana Nikolic is a Series 66-licensed financial advisor at William Blair with 21 years of industry experience. She has been with William Blair & Co since 2008, following prior roles at Citigroup Global Markets and Citicorp Investment Services. 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.

Victor Sanchez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Options Clearing Corporation, and the University of Illinois at Chicago. Sanchez has been with William Blair since 2022. William Blair’s Private Wealth Management division offers discretionary and non-discretionary 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 provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jesse Otzen is a financial advisor at William Blair with 31 years of industry experience. He has held his current position at William Blair & Company, L.L.C. since 2001. He holds the Series 63 and Series 65 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 strategies across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Thomas Riesenberg is a financial advisor at William Blair with 11 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2011. The firm’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. William Blair pursues active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.