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
1,950+

Employees worldwide
150 billion+

Client assets
90 Years

Independent and employee-owned
20+

Offices worldwide
650+

Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

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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Thursday, October 16, 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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Our Latest News

Wednesday, December 3, 2025

William Blair Announces Five Strategic Hires Across Equities and Equity Research

The firm is expanding its Equities and Equity Research teams with several strategic hires, underscoring William Blair’s commitment to deepening expertise, broadening sector coverage, and delivering enhanced value to institutional clients.
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Wednesday, December 3, 2025

Viridian Therapeutics, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Viridian Therapeutics, Inc. (VRDN $31.45), a biotechnology company focused on discovering, developing, and commercializing potential best-in-class medicines for serious and rare diseases.
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Monday, December 1, 2025

Evommune, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Evommune, Inc. (EVMN $19.41), a California-based company developing novel high-impact medicines for patients living with autoimmune diseases, with the MRGPRX2 inhibitor EVO756 as its lead program.
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Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

One Big Beautiful Bill Act: What You Need to Know

Managing Risk Through Life’s Milestones

Thinking Strategically About Charitable Giving

William Blair Announces Five Strategic Hires Across Equities and Equity Research

Viridian Therapeutics, Inc.: Initiation of Research Coverage

Evommune, Inc.: Initiation of Research Coverage

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