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 30 offices worldwide.*

1935

Year William Blair was founded
1,950+

Employees worldwide
154 billion+

Client assets
90+ Years

Independent and employee-owned
30+

Offices worldwide*
650+

Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

Wednesday, January 14, 2026

2026 Wealth Planning and Philanthropy Strategies

As we kick off 2026, now is the time to review your financial strategy and position yourself for success in the year ahead.
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Friday, January 30, 2026

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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Wednesday, September 24, 2025

Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.
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Our Latest News

Tuesday, March 3, 2026

Once Upon a Farm, PBC: Initiation of Research Coverage

William Blair initiated research coverage of Once Upon a Farm, PBC (OFRM $23.58), a fast-growing leader in modern childhood nutrition—from a baby’s first bites to kids’ school-ready snacks—with a portfolio of novel nutrient-rich food.
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Monday, March 2, 2026

Royston Group Has Agreed to be Acquired by LSI Industries

William Blair acted as the sole financial advisor to Royston Group, a portfolio company of Industrial Opportunities Partners, in connection with its pending sale to LSI Industries.
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Thursday, February 26, 2026

Builders FirstSource, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Builders FirstSource, Inc. (BLDR $109.68), the largest distributor of building products for the residential new construction market in North America.
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Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

2026 Wealth Planning and Philanthropy Strategies

Thinking Strategically About Charitable Giving

Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

Once Upon a Farm, PBC: Initiation of Research Coverage

Royston Group Has Agreed to be Acquired by LSI Industries

Builders FirstSource, Inc.: Initiation of Research Coverage

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