Brian Marshall has been a wealth advisor in William Blair’s Private Wealth Management group for nearly 30 years and is a partner of the firm. Drawing on his business and financial services industry knowledge, he provides his clients with personalized service and quality investment advice. Brian uses William Blair’s high-quality research and resources to help his clients develop customized investment solutions designed to meet their specific needs.
Brian’s overall approach is to develop mutually beneficial relationships with his clients. He looks to add value to each relationship by gaining a full understanding of his clients’ comprehensive financial situation and managing their investments accordingly. Brian’s main focus is becoming a trusted advisor to his clients and their families (many of whom are multigenerational) with the goal of building and preserving their wealth.
His clients include individuals, trusts, retirement accounts (IRAs, SEPs, 401(k)s), foundations, and estates. In addition to William Blair’s traditional focus on growth equities, Brian diversifies client portfolios with corporate, municipal, and government securities, as well as mutual funds where appropriate. He is able to work with clients on a commission or fee basis.
Brian was born and raised in the Chicagoland area. He earned his M.B.A. in finance from the University of Notre Dame, graduating magna cum laude. He also holds a B.A. in economics from the University of Illinois, where he received the Senior 100 award. Brian and his family devote much of their time volunteering for the Misericordia Heart of Mercy Home. Brian is also a member of the Paluch Family Foundation board of directors. He serves on the University of Illinois School of Economics Advisory Council and is a past member of the University of Illinois LAS Alumni Board of Directors.
He enjoys attending his children’s various activities and spending time on outdoor sports. Brian lives in Mt. Prospect with his wife and four children.
Professional Recognition and Awards
- Barron’s Top State-by-State Advisors in America, 20211
- Forbes Best-in-State Advisors 20212
1 The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.
2 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Independent and employee-owned
Companies Under Coverage
As of September 30, 2021
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.