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, March 26, 2025

Your 2025 Tax Reference Guide

Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.
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Tuesday, November 19, 2024

Risk: Understanding and Managing an Inevitable Part of Investing

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
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Thursday, September 5, 2024

Financing a College Education: Options to Consider

Tips for developing the best strategy while keeping your financial goals intact.
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See more thought leadership

Our Latest News

Wednesday, May 21, 2025

Lifecore Biomedical, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Lifecore Biomedical, Inc. (LFCR $6.71), a U.S.-based contract development and manufacturing organization (CDMO).
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Wednesday, May 21, 2025

Primutec Solutions Group Has Agreed to be Acquired by Trill Impact

William Blair acted as the exclusive financial advisor to Primutec Solutions Group B.V., owned by Funds advised by DPE Deutsche Private Equity Management and management, in connection with its pending sale to Funds managed by Trill Impact.
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Tuesday, May 20, 2025

OneStream, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of OneStream, Inc. (OS $28.27), a fast-growing software platform modernizing the office of the CFO.
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See more news

Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

Your 2025 Tax Reference Guide

Risk: Understanding and Managing an Inevitable Part of Investing

Financing a College Education: Options to Consider

Lifecore Biomedical, Inc.: Initiation of Research Coverage

Primutec Solutions Group Has Agreed to be Acquired by Trill Impact

OneStream, Inc.: Initiation of Research Coverage

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