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.
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.