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Jesse Otzen
Head of Midwest Sales Trading
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About Jesse
Jesse Otzen, managing director, joined William Blair in 2001 and serves as head of Midwest sales trading. Before William Blair, Jesse was a financial advisor for H&R Block, where he helped manage a team with $1 billion in assets. Jesse holds a B.S. in finance from Illinois State University and resides in Hinsdale, Illinois, with his wife and 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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1,900+
Employees worldwide
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147 billion+
Client assets
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90 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.