Evanston, 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

Evanston IL

Advisors at this office

7

Advisors at this office

user avatar

Maxwell B

Series 66

Evanston, IL

William Blair

Maxwell Badgley is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously spent 20 years at McKinley Capital Management / Denali Advisors. 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 uses 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
user avatar

Nathan S

Series 66

Evanston, IL

William Blair

Nathan Smolinski is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has worked at William Blair since 2022, with a brief period outside the industry. 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 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
user avatar

Michelle F

Series 66

Evanston, IL

William Blair

Michelle Froeschle is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at PNC Private Bank. William Blair’s Private Wealth Management division offers discretionary and non-discretionary 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 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

Ralph S

CIC, Series 65, Series 63

Evanston, IL

William Blair

Ralph Segall is a financial advisor at William Blair with 32 years of industry experience. He holds the CIC, Series 65, and Series 63 designations. Prior to joining William Blair in 2025, he spent over three decades at Segall Bryant & Hamill and had roles at Corient Services LLC and Corient. 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 multiple asset classes.

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

Argiris K

Series 63, Series 65

Evanston, IL

William Blair

Argiris Kantzavelos is a financial advisor at William Blair with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Blair since 2013, following positions at BMO Family Office and Deloitte Investment Advisors. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individual, foundation, pension, and corporate clients. The firm employs active, research-driven management 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

Laura Min P

Series 63, Series 66

Evanston, IL

William Blair

Laura Min Proctor is a financial advisor with William Blair in Evanston, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at William Blair since 2016 and concurrently at JPMorgan Chase since 2008. 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 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
user avatar

Alexander V

Series 66

Evanston, IL

William Blair

Alexander Vergara is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Deloitte, and Verizon. 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 portfolios 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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