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Obrian P

Series 66

Wilmette, IL

William Blair

Obrian Phillips is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2017, following nine years at CITIGROUP. 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 utilizes active, research-driven management across various asset classes and provides access to proprietary models, private funds, and co-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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Kenneth L

Series 63, Series 65

Wilmette, IL

William Blair

Kenneth Langston is a financial advisor at William Blair with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at William Blair since 2018, following a nine-year tenure at Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board member of the Marrero Land & Improvement Association, Ltd. 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 models and access to private funds and co-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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Allen H

Series 63, Series 65

Wilmette, IL

William Blair

Allen Hinkelman Jr. is a financial advisor at William Blair with 35 years of industry experience. He has been with William Blair & Company L.L.C. since 1990. He holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides 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 various asset classes and offers proprietary models, third-party sub-manager access, and private fund 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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Thomas W

Series 63, Series 65

Wilmette, IL

William Blair

Thomas Wilson Jr. is a financial advisor at William Blair with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1991. 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 active, research-driven management across multiple asset classes and offers proprietary models and private fund access through its MB Investments Program.

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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Ryan D

Series 63, Series 65

Wilmette, IL

William Blair

Ryan Devore is a financial advisor at William Blair with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with William Blair since 2012. Outside of his advisory role, he serves on the board of Merit Music School in Chicago and is a regional director for the Naval War College Foundation. 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 investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, 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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Daniel M

Series 66

Wilmette, IL

William Blair

Daniel Maude is a financial advisor with William Blair in Wilmette, IL, holding a Series 66 designation and 16 years of industry experience. He has been with William Blair & Company since 2013. Outside of his advisory role, he coaches youth lacrosse for the Evanston Youth Lacrosse Organization. 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 active, research-driven management across various asset classes and offers proprietary model portfolios, sub-advisory services, and access to private funds through its MB Investments Program.

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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