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, March 26, 2025

Your 2025 Tax Reference Guide

Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.
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Tuesday, November 19, 2024

Risk: Understanding and Managing an Inevitable Part of Investing

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
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Thursday, September 5, 2024

Financing a College Education: Options to Consider

Tips for developing the best strategy while keeping your financial goals intact.
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See more thought leadership

Our Latest News

Monday, April 28, 2025

Armira Has Partnered With Osypka AG

William Blair acted as the exclusive M&A advisor to Armira on its partnership with Osypka AG.
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Monday, April 21, 2025

Zillow Group, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Zillow Group, Inc. (Z $62.47), the leader among home search portals in visitor traffic.
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Monday, April 21, 2025

William Blair Initiates Coverage of Two Biotech Companies

William Blair initiated research coverage of Context Therapeutics Inc. (CNTX $0.84) and Xencor, Inc. (XNCR $9.70), two biotech companies focused on the development of T-cell engagers (TCEs) for solid tumor indications.
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Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

Your 2025 Tax Reference Guide

Risk: Understanding and Managing an Inevitable Part of Investing

Financing a College Education: Options to Consider

Armira Has Partnered With Osypka AG

Zillow Group, Inc.: Initiation of Research Coverage

William Blair Initiates Coverage of Two Biotech Companies

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