Carolyn Kaiser is a financial advisor at William Blair with 20 years of industry experience. She holds the Series 66 designation and has been with William Blair & Co since 2005. Located in Chicago, IL, her career has been focused entirely at William Blair. William Blair’s Private Wealth Management division serves high-net-worth individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management and financial planning. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models, sub-advisory services, and access to private funds.

Sanjeev Joshi is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He has eight years of industry experience, previously working at Brown Advisory and UBS Asset Management. Joshi joined 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 approach across various asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

Mary Ubik is a financial advisor at William Blair with 31 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000. Mary 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 funds, 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.

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® and holds a Series 66 license with six years of experience at William Blair & Company, where he has worked since 2019. Prior to joining William Blair, he spent four years 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, pension plans, 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.

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 a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021 and previously held roles 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 plans, 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.

Jeff Golden is a financial advisor at William Blair with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at William Blair since 2010. Prior to that, he was employed at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 access to private funds and co-investment opportunities.

Eliza Simsic is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2018, following two years at Northern Trust. 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.

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 with 21 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2006. Outside of his advisory role, he is co-owner and co-founder of Primo Ventures LLC, a small internet T-shirt company. 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, utilizing an active, research-driven approach across multiple asset classes.

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 financial advisor at William Blair in Chicago, IL, with 10 years of industry experience. He has been with William Blair & Company since 2015 and holds a Series 66 designation. Outside of his advisory role, he works as a tour coordinator for a travel company, MAGI TRAVEL. 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.

Andrew Thompson is a CFA® charterholder with 23 years of industry experience. He has been with William Blair since 2016 and holds a Series 66 license. 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 and co-investment opportunities.