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The Marshall Team

William Blair Private Wealth Management

Chicago skyline
  • Brian Marshall

    Brian Marshall

    Partner, Wealth Advisor

    +1 312 364 8109
    View profile
  • Jon Sackett

    Jon Sackett

    Wealth Advisor Associate

    +1 312 364 8433
    View profile
  • mattwilson

    Matthew J. Wilson

    Sales Associate

    +1 312 364 5157
    View profile
  • James Hammack

    James Hammack

    Client Relationship Associate

    +1 312 364 8773
    View profile

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

  • Back of students' heads wearing caps and gowns
    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.

    Read more
  • Game pieces on a board
    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.

    Read more
  • Hand on a calculator on a desk with papers
    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.

    Read more
See more thought leadership

Our Latest News

  • Friday, June 27, 2025

    James Hardie Industries plc: Initiation of Research Coverage

    William Blair initiated research coverage of James Hardie Industries plc (JHX $25.77), the No. 1 global manufacturer of high-performance fiber cement siding and cement backer boards used primarily in residential markets.

    Read more
  • Friday, June 27, 2025

    AVI-SPL Has Agreed to Be Acquired by 26North Partners

    William Blair acted as financial advisor to AVI-SPL, a portfolio company of Marlin Equity Partners (Marlin), in connection with its pending sale to 26North Partners (26North).

    Read more
  • Wednesday, June 25, 2025

    ProfitSolv Has Received a Significant Strategic Investment Co-Led by FTV Capital and Existing Investor Lightyear Capital

    William Blair acted as financial advisor to ProfitSolv, a portfolio company of Lightyear Capital, in connection with their significant strategic investment co-led by FTV Capital and existing investor Lightyear Capital.

    Read more
See more news

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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