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Matthew B

Series 66

Chicago, IL

William Blair

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.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel C

Series 66

Chicago, IL

William Blair

Daniel Collins is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. His prior roles include positions at Northern Trust Securities, Northern Trust Bank, Pimco, and Indiana University. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing a research-driven approach across equities, fixed income, and alternative strategies.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Willson R

Series 66

Chicago, IL

William Blair

Willson Rasavongxay is a financial advisor at William Blair with nine years of industry experience. He has held positions at William Blair since 2015, with a one-year period at Vista Equity Partners in 2018-2019, and is currently involved with Inner Circle Sports LLC. Rasavongxay holds the Series 66 designation. 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 multiple asset classes and offers proprietary models and private investment opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen E

Series 63, Series 65

Chicago, IL

William Blair

Stephen Elkins is a financial advisor at William Blair with 58 years of industry experience. He has been with William Blair & Company L.L.C. since 1987. 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 uses active, research-driven management across multiple asset classes and offers proprietary models and private fund opportunities.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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