Sanjeev Joshi is a financial advisor at William Blair in Chicago, holding a Series 66 credential with one year of industry experience. He previously worked at Brown Advisory for seven years and UBS Asset Management for five years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm pursues active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

Mary Ubik is a financial advisor at William Blair with 32 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000. She holds 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 focuses on active, research-driven management across multiple asset classes and provides clients with proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Theresa Kwiecinski is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1997. 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 proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

John Tabet is a financial advisor at William Blair with a Series 66 credential and one year of industry experience. Prior to joining William Blair, he worked for six years at Tradecraft Crating and Expo Chicago and spent four years at the University of Illinois Urbana-Champaign. Outside of his financial advisory role, he has held positions in organizations related to crating and art exhibitions. 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 models and private fund access through its integrated platform.

Aaron Stout is a financial advisor at William Blair in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with William Blair & Company since 2007. Outside of his advisory role, he is a partner in Blackthorn Farms, where he spends minimal time annually and receives no compensation. 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 a research-driven approach and provides access to proprietary models, third-party sub-advisers, and private investment opportunities.

Christopher Rosamond is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 26 years of industry experience. His career includes positions at Merrill Lynch from 1999 to 2017 and Bank of America from 2009 to 2017 before joining William Blair in 2017. 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 various asset classes and provides advisory clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Kristina Rediehs is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation and 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 plans, 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 MB Investments Program.

Jonathan Cook Sr. is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He holds Series 63 and Series 65 designations. 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 investment models and access to private funds and co-investment opportunities.

David Kuzia 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 firms including OppenheimerFunds Distributor, Inc., Advisors Asset Management, Inc., Raymond James & Associates, and Carillon Tower Advisers, Inc. 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 through its MB Investments Program.

Cody Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at William Blair in Chicago. He has been with William Blair since 2019 and previously worked at Hobart and William Smith Colleges. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and pension and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Arthur Paterson Jr. is a financial advisor at William Blair with 23 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2017. Prior to that, he was employed at Bank of America, N.A. and Merrill. 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.

Adam Pusinelli 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. Prior to that, he was employed at Edward Jones and Trunk Club. 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 and access to private funds through various programs.

Jeff Golden is a financial advisor with William Blair in Chicago, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Citigroup Global Markets and Morgan Stanley Smith Barney. 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 private fund access through its integrated platform.

Eliza Simsic is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and has held previous positions at Northern Trust and Morgan Stanley. 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 various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Cameron Kasmar is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He has been with William Blair Investment Management, LLC since 2017. Prior to his advisory role, he worked at Aquilon Energy Services and studied at Northern Illinois 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 focuses on active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

David Kasperek is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He has been with William Blair since 2006 and previously worked at Morgan Stanley Dw Inc. from 2004 to 2005. Outside of his advisory work, he is a co-owner and co-founder of Primo Ventures LLC, a small internet t-shirt company. 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, private fund access, and co-investment opportunities.

Charlotte Davoren is a Series 66-credentialed financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company, L.L.C. since 1990. Outside of her advisory role, she is involved with KULABRANDS, a business focused on launching and brand building. 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 investment models and access to private funds and co-investment opportunities.

Matthew Brady is a Series 66-licensed financial advisor at William Blair with 11 years of industry experience, all of which he has spent at the firm since 2015. In addition to his advisory role, he works part-time as a tour coordinator for MAGI Travel. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, 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 through its MB Investments Program.

Andrew Thompson is a CFA® charterholder with 24 years of industry experience. He has worked at William Blair since 2016 and previously spent six years at Credit Suisse Securities (USA) LLC. Thompson is based in Chicago, IL and holds a Series 66 license. 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 various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Matthew Blume 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 2014. Based in Chicago, IL, he is part of a firm known for active, research-driven investment management across equities, fixed income, and alternative strategies. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients, offering discretionary and non-discretionary investment management, financial planning, and wealth services.