Luke Hepler
CFA, National Accounts Manager, Financial Institutions and National Accounts
About Luke
Luke Hepler, CFA, is a national accounts manager in the Financial Institutions and National Accounts (FINA) group at William Blair Investment Management. In this role, he is responsible for the relationship management and business development efforts within the intermediary channel. This includes sub-advisory, insurance, broker-dealer, wirehouse, and retirement platforms. Previously, Luke was a senior associate on William Blair’s institutional client service team, where he worked closely with corporate retirement plans, public pension funds, endowments, foundations, and sovereign wealth funds.
Before joining William Blair in 2015, Luke was an analyst at Chicago-based investment consulting firm Ellwood Associates (now CAPTRUST Financial Advisors). He is a member of the CFA Institute and CFA Society Chicago. Luke received a B.S. in finance from Northern Michigan University.
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Culture is more than the ethos that characterizes our organization; it’s the engine that guides our practices. Our people are defined by their shared values and curiosity. Our approach is defined by teamwork; a disciplined, proven methodology; and technology-enhanced collaboration. Our purpose is defined by a focus on our clients and communities. But don’t take our word for it. See what culture means to our colleagues.
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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.