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
2,000+

Employees worldwide
145 billion+

Client assets
90 Years

Independent and employee-owned
20+

Offices worldwide
650+

Companies under coverage

As of June 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

Monday, June 2, 2025

Estate Planning Documents for Your College-Age Children

Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.
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Friday, July 11, 2025

One Big Beautiful Bill Act: What You Need to Know

The One Big Beautiful Bill Act (OBBBA) marks a significant shift in the landscape of American tax policy. Learn the new rules under the OBBBA, along with the effective date of the changes.
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Monday, September 15, 2025

Managing Risk Through Life’s Milestones

Five steps to ensuring your life insurance continues to serve your needs.
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See more thought leadership

Our Latest News

Monday, October 20, 2025

William Blair Initiates Coverage of Five Companies in the Rare Earth Industry

William Blair initiated research coverage of USA Rare Earth, Inc. (USAR $28.54), United States Antimony Corporation (UAMY $12.56), American Resources Corporation (AREC $4.25), NioCorp Developments Ltd. (NB $8.30), and Royalty Management Holding Corporation (RMCO $2.96).
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Thursday, October 16, 2025

Climb Bio, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Climb Bio, Inc. (CLYM $1.88), which is developing high-impact medicines for patients living with autoimmune diseases, with the CD19 antibody budoprutug as its lead program.
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Wednesday, October 15, 2025

William Blair Initiates Coverage of Two Oil and Gas Companies

William Blair initiated research coverage of Expand Energy Corporation (EXE $102.68) and EQT Corporation (EQT $53.66), two leading natural gas producers with operations concentrated in the Appalachian Basin.
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Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

Estate Planning Documents for Your College-Age Children

One Big Beautiful Bill Act: What You Need to Know

Managing Risk Through Life’s Milestones

William Blair Initiates Coverage of Five Companies in the Rare Earth Industry

Climb Bio, Inc.: Initiation of Research Coverage

William Blair Initiates Coverage of Two Oil and Gas Companies

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