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.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

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

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