Luke Hepler, CFA, is an associate in the financial institutions and national accounts (FINA) group at William Blair. In this role, he supports distribution and client service activity within the intermediary channel, including sub-advisory, insurance, broker-dealer, wirehouse, and retirement platforms. Prior to this, Luke was a senior associate on William Blair’s institutional client service team, where he worked closely with corporate retirement plans, public pension funds, endowments, foundations, and sovereign wealth funds. Before joining William Blair in 2015, Luke was an analyst at Chicago-based investment consulting firm Ellwood Associates. He is a member of the CFA Institute and CFA Society Chicago. Luke received a B.S. in finance from Northern Michigan University.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.