Josie Escobedo
Sales Associate
About Josie
Josie Escobedo is a sales associate with Heartland Wealth Management at William Blair. With more than 20 years of industry experience, all with William Blair, she provides operational and client service support to the team. Drawing on her extensive background managing the client accounts department, Josie brings deep knowledge of operational processes, account administration, and firm systems. Known for her attention to detail, strong problem-solving abilities, and commitment to exceptional client service, she helps ensure seamless operations and high-quality experience for clients and colleagues alike.
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 30 offices worldwide.*
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1935Year William Blair was founded
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2,100+Employees worldwide
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156 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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700+Companies under coverage
As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.