About Jim

Jim Hamman has been a wealth advisor in William Blair’s Private Wealth Management group for more than 20 years.  He specializes in providing wealth management strategies and building customized portfolios for individuals and families. Together with his team, Jim oversees more than $1.4 billion in client assets.* Jim is a partner of the firm and plans to continue his work at William Blair for many decades.

Jim’s goal with his clients is to understand their unique situations, listen to their objectives, and create an efficient strategy to accomplish those goals. Everything Jim and his team do is customized for each client. He takes a holistic planning view and considers all elements of a client’s financial life—investments, cash flow, liabilities, insurance, college planning, estate planning, taxes, charitable causes, next generation planning, etc. Using this information, he builds investment strategies and cash flow plans to help his clients pursue their financial goals.

Once a relationship and strategy have been established, Jim and his team manage the assets on an ongoing and discretionary basis. They actively and opportunistically adjust the portfolio based on macroeconomic events and/or changes to a client’s situation. His commitment to providing clients with a consistent approach and straightforward communication is a reason for long-lasting relationships and a high client retention rate.

Jim graduated from DePauw University and lives in Hinsdale with his wife and three sons.

*as of 6/30/2019
 

THINKING logo

THINKING is our new digital experience with over 30 videos that showcase our take on trends that matter. Listen to William Blair experts discuss issues that affect investment strategies and explore the innovations reshaping our global economy.

Go to microsite to learn more

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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

Ready to start a conversation? Contact us today.