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
2,000+

Employees worldwide
145 billion+

Client assets
90 Years

Independent and employee-owned
20+

Offices worldwide
650+

Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

Wednesday, April 2, 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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Monday, June 2, 2025

Estate Planning Documents for Your College-Age Children

Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.
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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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Our Latest News

Tuesday, August 26, 2025

CareDx, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of CareDx, Inc. (CDNA $12.51), which provides diagnostics and digital solutions for transplant patients and providers.
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Tuesday, August 26, 2025

Modern Campus Has Received a Majority Growth Investment from Providence Equity Partners

William Blair acted as the lead financial advisor to Modern Campus, a portfolio company of The Riverside Company, in connection with its majority growth investment from Providence Equity Partners L.L.C.
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Monday, August 25, 2025

Figma, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Figma, Inc. (FIG $72.76), the market leader for UI/UX design software, helping designers, developers, marketers, and other stakeholders turn ideas into digital products and experiences.
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Brian Marshall

Jon Sackett

Matthew J. Wilson

James Hammack

Thinking Strategically About Charitable Giving

Estate Planning Documents for Your College-Age Children

One Big Beautiful Bill Act: What You Need to Know

CareDx, Inc.: Initiation of Research Coverage

Modern Campus Has Received a Majority Growth Investment from Providence Equity Partners

Figma, Inc.: Initiation of Research Coverage

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