Luke Hepler
CFA, Strategic Accounts Manager
About Luke
Luke Hepler, CFA, is a strategic accounts manager at William Blair Investment Management. He focuses on relationship management and business development across bank/trust, sub-advisory, insurance, broker-dealer, wirehouse, and retirement platforms. Formerly, Luke was a senior associate on the institutional client service team and worked closely with corporate retirement plans, public pension funds, endowments, foundations, and sovereign wealth funds. Before joining the firm in 2015, he was an analyst at Chicago-based investment consulting firm Ellwood Associates (now CAPTRUST Financial Advisors). Luke is a member of the CFA Institute and CFA Society Chicago. He received a B.S. in finance from Northern Michigan University.
Why We Invest Shapes How We Invest
Culture is more than the ethos that characterizes our organization; it’s the engine that guides our practices. Our people are defined by their shared values and curiosity. Our approach is defined by teamwork; a disciplined, proven methodology; and technology-enhanced collaboration. Our purpose is defined by a focus on our clients and communities. But don’t take our word for it. See what culture means to our colleagues.
Read more
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.*
-
1935Year William Blair was founded
-
1,950+Employees worldwide
-
154 billion+Client assets
-
90+ YearsIndependent and employee-owned
-
30+Offices worldwide*
-
650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.