The Marshall Team
William Blair Private Wealth Management
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.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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145 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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700+Companies under coverage
As of March 31, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.
Thought Leadership
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Asset Allocation: Your Biggest Investment Decision
Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
Our Latest News
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Casey's General Stores, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Casey’s General Stores, Inc. (CASY $855.87), a U.S.-based convenience store chain that primarily operates across the Midwest and South and offers fuel, groceries, general merchandise, and freshly prepared food—most notably its made-from-scratch pizza.