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The Marshall Team

William Blair Private Wealth Management

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Brian Marshall

Brian Marshall

Partner, Wealth Advisor

+1 312 364 8109
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Jon Sackett

Jon Sackett

Client Relationship Associate

+1 312 364 8433
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mattwilson

Matthew J. Wilson

Wealth Advisor

+1 312 364 5157
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About William Blair

William Blair is a premier global boutique 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.*

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1935

Year William Blair was founded

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+2,000

Employees worldwide

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+119 billion

Client assets

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88 Years

Independent and employee-owned

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20+

Offices worldwide

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+625

Companies under coverage

As of March 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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Thought Leadership

The 2023 Tax Reference Guide is Now Available

Tuesday, January 17, 2023

William Blair's tax reference guide for income earned in 2023 and tax returns filed in 2024 is now available.

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Financing a College Education: Options to Consider

Monday, April 24, 2023

Tips for developing the best strategy while keeping your financial goals intact.

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Cash-Flow Planning for Retirement

Monday, April 24, 2023

A five-step guide to generating retirement income efficiently and effectively.

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Our Latest News

William Blair Hosts 43rd Annual Growth Stock Conference

Tuesday, June 6, 2023

William Blair today kicked off its 43rd Annual Growth Stock Conference, a three-day event featuring nearly 270 companies and hosting almost 900 clients from around the globe.

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Axcelis Technologies, Inc.: Initiation of Research Coverage

Monday, June 5, 2023

William Blair initiated research coverage of Axcelis Technologies, Inc. (ACLS $162.36), a company that designs and develops ion implantation equipment for the global semiconductor manufacturing industry.

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William Blair Adds Two Senior Hires to Growing Private Capital Advisory Team

Monday, June 5, 2023

William Blair announced today the continued expansion of the firm’s Private Capital Advisory investment banking practice with the addition of two senior hires. Based in Charlotte and focused on fund placement in the Mid-Atlantic, Southeast, and South regions, Matthew Flynn joins as managing director and Hudson Collins joins as director in New York.

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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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