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.1
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.
1 as of 6/30/2019