The Marshall Team
William Blair Private Wealth Management
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.*
1935
Year William Blair was founded
+2,000
Employees worldwide
+119 billion
Client assets
88 Years
Independent and employee-owned
20+
Offices worldwide
+625
Companies under coverage
As of March 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
The 2023 Tax Reference Guide is Now Available
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
Tips for developing the best strategy while keeping your financial goals intact.
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Cash-Flow Planning for Retirement
A five-step guide to generating retirement income efficiently and effectively.
Read moreOur Latest News
William Blair Hosts 43rd Annual Growth Stock Conference
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.
Read moreAxcelis Technologies, Inc.: Initiation of Research Coverage
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.
Read moreWilliam Blair Adds Two Senior Hires to Growing Private Capital Advisory Team
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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