New York, NY Avenue of the Americas Office

Jill Harvey is a CFA® charterholder and Series 63 licensee with nine years of industry experience. She has been with William Blair since 2017 and previously worked at Fieldpoint Private Securities, LLC from 2011 to 2017. Based in New York, NY, she specializes in private wealth management. 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-investment opportunities.

Daniel Tabet is a financial advisor at William Blair with a Series 66 designation. He has one year of industry experience with prior roles including positions in education and sports organizations. 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, utilizing active, research-driven strategies across multiple asset classes.

Jaime Monn is a financial advisor at William Blair with 11 years of industry experience. He has worked at William Blair since 2018 and previously spent three years at Alliance Bernstein. Jaime 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, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Hoyt Spearman III is a financial advisor at William Blair with four years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC, PlainsCapital Bank, Concho Resources, Rheem Manufacturing, and Southern Methodist 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 utilizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Alexei Lee is a financial advisor at William Blair with 11 years of industry experience. He has held positions at William Blair since 2017 and previously worked at Wall Street Access from 2014 to 2017. He holds a Series 66 designation. William Blair’s Private Wealth Management division serves individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients, providing discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers proprietary home-office models and model portfolios to clients and other registered investment advisers.

Harlem Valdez is a financial advisor at William Blair with 15 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Harlem’s prior experience includes roles at JP Morgan Securities, Northwestern Mutual Investment Services, and Private Client Resources. 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 access to proprietary models, third-party sub-managers, and private investment opportunities.

Jonathan Sackett is a financial advisor at William Blair with eight years of industry experience. He holds a Series 66 designation and has been with William Blair since 2015. 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.

Nikolay Djibankov is a CFA® charterholder with 17 years of experience in the financial industry. He currently serves as a financial advisor at William Blair, where he has worked since 2020. Prior to joining William Blair, he was with Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2020. 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 access to proprietary models, sub-advisory options, and private investment opportunities.

Eve Ellis is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at William Blair since 2020. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved in theatre production through White Dog Productions, LLC, and serves on the advisory board of First Women's Bank. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pensions, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, sub-advisory arrangements, and private investment opportunities.

Linda Sutkin is a financial advisor with William Blair in New York, NY, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has worked at William Blair since 2017 and previously at Wall Street Access from 2010 to 2017. 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, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Jessica Scime is a CFP® with 18 years of industry experience, currently serving as a financial advisor at William Blair since 2011. She holds the Series 66 designation and is based in New York, NY. 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, supporting model portfolios and sub-advisory arrangements through its platform.