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, September 16, 2025

William Blair Adds Nordics Managing Director Focused on Private Equity

William Blair announced today the expansion of the firm’s private equity coverage in the Nordics with the addition of Daniel Nilsson as managing director in the firm’s Financial Sponsors Group.
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Thursday, September 11, 2025

William Blair Initiates Coverage of Two Companies in the Mechanical, Electrical, and Plumbing Industry

William Blair initiated research coverage of EMCOR Group, Inc. (EME $623.03) and Comfort Systems USA, Inc. (FIX $709.53), providers of mechanical, electrical, and plumbing (MEP) contracting services.
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Wednesday, September 10, 2025

Pave America Has Been Acquired by AEA Investors and BCI

William Blair acted as the lead financial advisor to Pave America, Shoreline Equity Partners, and Trivest Partners, in connection with the Company’s sale to AEA Investors and British Columbia Investment Management Corporation.
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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

William Blair Adds Nordics Managing Director Focused on Private Equity

William Blair Initiates Coverage of Two Companies in the Mechanical, Electrical, and Plumbing Industry

Pave America Has Been Acquired by AEA Investors and BCI

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