About Mark

Mark Wheeler, CFA, is a vice president and wealth advisor with William Blair's Private Wealth Management. Previously, he was with JP Morgan in Chicago where he was an investment team leader in its Private Wealth Management group working exclusively with high-net-worth individuals, trusts, and estates. He has previous investment experience with Harris Bank in Chicago and at Citizens Bank.

Mark is a 1982 graduate of Purdue University and was awarded the CFA charter in 1996. He resides in Orland Park, Illinois with his wife, Nell, and their three children.

About William Blair

William Blair is a premier global boutique 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.*

William Blair Emblem

Year William Blair was founded

Icon of three people

Employees worldwide

Dollar sign icon
+131 billion

Client assets

Handshake icon
87 Years

Independent and employee-owned

Globe icon

Offices worldwide

Checklist icon

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Ready to start a conversation? Contact us today.