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Advisor at WILLIAM BLAIR & COMPANY L.L.C.
CHICAGO, IL | EVANSTON, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY L.L.C. | Bd affiliated wealth | Dec 12, 2025 | n/a | yes | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL|EVANSTON, IL | Current employment |
| Corient | Independent wealth | Mar 31, 2023 | Jan 12, 2026 | no | MIAMI, FL|CHICAGO, IL|Chicago, IL | Previous registration |
| SEGALL BRYANT & HAMILL | Other adviser | Oct 17, 1994 | Jan 12, 2026 | no | CHICAGO, IL|Chicago, IL|Chicago, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEGALL BRYANT & HAMILL | Corient | Jan 12, 2026 | Mar 31, 2023 | -1,018 | Firm change after gap | Other |
| Corient | WILLIAM BLAIR & COMPANY L.L.C. | Jan 12, 2026 | Dec 12, 2025 | -31 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 319448:1252:IL:2026-01-12 | Jan 12, 2026 | Dec 12, 2025 | CHICAGO, IL | Firm change after gap |