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, 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.
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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.
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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.
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See more thought leadership

Our Latest News

Monday, July 21, 2025

Ortholite Has Agreed to be Acquired by Coats Group plc

William Blair acted as the lead financial advisor to Ortholite, a portfolio company of Trilantic Capital Partners, in connection with its pending sale to Coats Group plc (LSE: COA) for an enterprise value of $770 million excluding value ascribed to tax attributes and a royalty agreement for recently introduced intellectual property that was yet to be commercialized in the market.
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Monday, July 14, 2025

William Blair Advises on 20 Public Capital Market Offerings Since Mid-May

William Blair’s Capital Markets team has successfully underwritten and advised on 20 equity/equity-linked offerings in the public market since mid-May.
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Wednesday, July 9, 2025

Wingstop Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Wingstop Inc. (WING $325.40), the world’s largest wings-focused chicken restaurant chain.
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Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

College Was Awesome. Now What?

Thinking Strategically About Charitable Giving

Qualified Charitable Distributions from an IRA

Ortholite Has Agreed to be Acquired by Coats Group plc

William Blair Advises on 20 Public Capital Market Offerings Since Mid-May

Wingstop Inc.: Initiation of Research Coverage

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