The Marshall Team

William Blair Private Wealth Management

Brian Marshall

Partner, Wealth Advisor

+1 312 364 8109

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Jon Sackett

Wealth Advisor Associate

+1 312 364 8433

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Matthew J. Wilson

Sales Associate

+1 312 364 5157

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James Hammack

Client Relationship Associate

+1 312 364 8773

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About William Blair

William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

1935

Year William Blair was founded
1,900+

Employees worldwide
139 billion+

Client assets
90 Years

Independent and employee-owned
20+

Offices worldwide
~650

Companies under coverage

As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

Wednesday, May 14, 2025

College Was Awesome. Now What?

College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.
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Wednesday, April 2, 2025

Thinking Strategically About Charitable Giving

Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
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Thursday, February 27, 2025

Qualified Charitable Distributions from an IRA

IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.
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See more thought leadership

Our Latest News

Monday, July 7, 2025

Chime Financial, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Chime Financial, Inc. (CHYM $31.01), a low-cost digital banking platform for Americans earning less than $100,000 annually.
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Thursday, July 3, 2025

Beekeeper Has Agreed to be Acquired by LumApps

William Blair acted as the exclusive financial advisor to Beekeeper in connection with its pending acquisition by LumApps, a portfolio company of Bridgepoint.
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Wednesday, July 2, 2025

Dianthus Therapeutics, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Dianthus Therapeutics, Inc. (DNTH $18.63), a clinical-stage biotech company focused on developing novel therapeutics for autoimmune neuromuscular conditions.
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See more news

Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

College Was Awesome. Now What?

Thinking Strategically About Charitable Giving

Qualified Charitable Distributions from an IRA

Chime Financial, Inc.: Initiation of Research Coverage

Beekeeper Has Agreed to be Acquired by LumApps

Dianthus Therapeutics, Inc.: Initiation of Research Coverage

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