Oak Park, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
William Blair & Company L.L.C.
Enterprise
Firm-wide stats for William Blair & Company L.L.C.
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
Based on William Blair & Company L.L.C.
Location
Oak Park IL
Advisors at this office
4
Advisors at this office
Osman G
Series 66
Oak Park, IL
William Blair
Osman Galvez Matamoros is a financial advisor at William Blair with six years of industry experience. He holds the Series 66 designation and has been with William Blair since 2017, following three years at Mercer Investments. 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 various asset classes and provides proprietary models, access to private funds, and co-investment opportunities.
Andrew D
CFP®, Series 66
Oak Park, IL
William Blair
Andrew Doten is a CFP® and Series 66 credentialed financial advisor at William Blair with eight years of industry experience. Prior to joining William Blair in 2025, he worked at Fiducient Advisors, Brownson, Rehmus & Foxworth, Urban Financial Advisory, and Vivaldi Capital 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.
Eileen C
Series 63, Series 65
Oak Park, IL
William Blair
Eileen Carraher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with William Blair & Co LLC since 2009. 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.
Michael S
Series 66
Oak Park, IL
William Blair
Michael Stedronsky is a financial advisor at William Blair in Chicago, holding a Series 66 designation with three years of industry experience. He has worked at William Blair since 2021 and has prior experience at firms including Allo Communications, Nelnet, and TD Ameritrade, as well as roles in other industries. 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 asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.
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