Thomas Marx

Thomas Marx

Vice President, Wealth Advisor
+1 312 364 8407
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Thomas Marx is a wealth advisor in William Blair's Private Wealth Management group where he serves high-net-worth investors, assisting them with their personal, retirement plan, trust, and corporate assets. Tom helps clients evaluate their investment needs and then assists them in managing their investment portfolios with an emphasis on discretionary management.

Tom is the chairman of William Blair's model portfolio committee within the Private Wealth Management group. Prior to William Blair, he was with Kidder Peabody for 10 years. Before joining the securities industry, he practiced as a certified public accountant with KPMG Peat Marwick.

Tom earned his M.B.A. with a specialization in finance from Northwestern University's Kellogg Graduate School of Management and his B.S. in accountancy from the University of Illinois. He received his license as a certified public accountant in 1979 and was awarded the Elijah Watt Sells prize for outstanding performance on the CPA examination. Tom is married and has two children. He lives in Deerfield, Illinois, and is active in several community affairs.

Learn more about the Marver Marx Wealth Management Group