Chicago, IL Office

Team
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William Blair & Company L.L.C.

Enterprise

Firm-wide stats for William Blair & Company L.L.C.

Total advisors

335

Across 63 offices

Clients per advisor

105 High

Avg AUM per client

$1,492,448 Very High

HNW client ratio

26% High

About

William Blair’s Private Wealth Management division provides discretionary and non‑discretionary investment management, financial planning and wealth services to individuals (including high‑net‑worth clients), foundations, pension and corporate clients. The firm also sponsors a wrap fee program, supports platform and sub‑advisory arrangements, and distributes affiliated pooled products while operating as an SEC‑registered investment adviser and broker‑dealer.

The firm pursues active, research‑driven management across equities, fixed income and alternative strategies, offering proprietary home‑office models and model portfolios to advisory clients and to other registered investment advisers through a Non‑Discretionary Model Portfolio Program. PWM advisors may hire third‑party Sub‑Managers through platform providers or engage the affiliate William Blair Investment Management LLC (WBIM) as a sub‑adviser, and William Blair provides access to private funds and co‑investment opportunities via its MB Investments Program.

Notable features in the brochure include the firm’s scale — roughly $64 billion in reported AUM and a reported 322 advisors, implying approximately $200 million of AUM per advisor — and an in‑house MB Investments structure where clients must affirmatively elect participation and where an affiliate (the MB General Partner) performs valuation and may receive carried interest. The brochure also details integrated operational relationships with custodial/clearing and platform providers (including NFS) and affiliated product conduits (WBIM, affiliated mutual funds and private funds), which influence product access, allocation and certain fee and credit arrangements.

Based on William Blair & Company L.L.C.

Expertise

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

Based on William Blair & Company L.L.C.

Occupation focus

Founder/Business Owner Executive

Based on William Blair & Company L.L.C.

Location

Chicago IL

Advisors at this office

82

Advisors at this office

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Charles H

Series 66

Chicago, IL

William Blair

Charles Hoban is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Wesleyan University, The Lawrenceville School, Winnetka Park District, and New Trier High School. 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 strategies across multiple asset classes and offers proprietary models, 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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Rafal S

Series 66

Chicago, IL

William Blair

Rafal Sieklucki is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. Prior to joining William Blair in 2025, he spent several years in educational roles, including positions at Miami University, Fenwick High School, and St. Constance School. 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 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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John O

Series 66

Chicago, IL

William Blair

John Oliveira is a financial advisor with William Blair in Chicago, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Royal Bank of Canada and Ieq Capital. Outside of finance, he has been involved with the Chicago Rowing Foundation and spent five years affiliated with Cornell 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 employs an active, research-driven approach across asset classes and provides 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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Kevin E

CFA®, Series 66

Chicago, IL

William Blair

Kevin Eifert is a CFA® charterholder and Series 66 licensed financial advisor at William Blair with five years of industry experience. He has been with William Blair and its predecessor firm since 2021, following four years of full-time education. William Blair’s Private Wealth Management division provides 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 offers proprietary model portfolios alongside 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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Kelsey S

Series 66

Chicago, IL

William Blair

Kelsey Stella is a financial advisor at William Blair with 11 years of industry experience. She holds the Series 66 designation and has been with William Blair since 2014. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and provides access to 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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Margaret M

Series 66

Chicago, IL

William Blair

Margaret Miller is a financial advisor at William Blair with four years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a prior role at American Commercial Bank & Trust. She is based in Chicago, IL. 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 through its integrated platform.

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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Christopher B

Series 63, Series 65

Chicago, IL

William Blair

Christopher Brathwaite is a financial advisor at William Blair with 27 years of industry experience. He has been with William Blair & Co LLC since 2010 and 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, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers a range of proprietary models and access to private funds and co-investments.

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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Kevin B

Series 63, Series 65

Chicago, IL

William Blair

Kevin Brock is a financial advisor with William Blair in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with William Blair & Co., L.L.C. since 2002 and previously worked at Donaldson, Lufkin & Jenrette Securities Corporation beginning in 1993. William Blair’s Private Wealth Management division serves individuals, including high-net-worth clients, as well as foundations, pension plans, and corporations. The firm employs an active, research-driven investment approach across multiple asset classes and offers proprietary models, third-party sub-advisers, 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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Kate E

Series 66

Chicago, IL

William Blair

Kate Elisha is a financial advisor at William Blair with five years of industry experience. She holds a Series 66 designation and has been with William Blair since 2019, following two years working at Trifecta Grill and four years in full-time education. 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, third-party sub-advisers, 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
user avatar

Matthew S

Series 66

Chicago, IL

William Blair

Matthew Sullivan is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has been with William Blair since 2016, with a brief interruption in 2018. Based in Chicago, IL, he is part of a team of 322 advisors at the firm. 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 follows an active, research-driven investment approach across equities, fixed income, and alternative strategies 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
user avatar

Alisa C

Series 63, Series 65

Chicago, IL

William Blair

Alisa Ciccone is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with William Blair & Company L.L.C. since 1999. 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 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
user avatar

Kathryn N

Series 66

Chicago, IL

William Blair

Kathryn Novak is a financial advisor at William Blair with two years of industry experience. She holds a Series 66 license and has worked at William Blair since 2024. Prior to entering the financial industry, she spent four years at Bucknell University and four years at Mattawan High School. 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 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
user avatar

Elizabeth C

Series 66

Chicago, IL

William Blair

Elizabeth Chandler is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation. Prior to joining William Blair, she worked at Deloitte and Wake Forest University. 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 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
user avatar

Michael S

Series 66

Chicago, IL

William Blair

Michael Sarazen is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, 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 employs active, research-driven strategies across various 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
user avatar

Marc L

Series 66, Series 65, Series 63

Chicago, IL

William Blair

Marc Lacher is a financial advisor at William Blair in Chicago, IL, holding Series 66, Series 65, and Series 63 licenses with 14 years of industry experience. He has worked at William Blair since 2013 and previously at Ameriprise from 2005 to 2007. 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 follows an active, research-driven approach across multiple asset classes and provides 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
View complete list of advisors at this office
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