Jon Sackett
Wealth Advisor Associate
About Jon
Jon Sackett is a wealth advisor associate with William Blair Private Wealth Management (PWM). He had previously served as a client relationship associate. In this role, he worked with clients and the firm’s financial planning professionals on wealth planning and was engaged with portfolio construction. Jon originally joined PWM’s operations group in 2015 and has strong experience in operations and trading.
Jon graduated Magna Cum Laude with a B.S. in finance from Northern Illinois University. He is active with L’Chaim Chaverut and in his spare time, enjoys cooking, skiing, and hiking.
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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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.