Luke Hepler, CFA

Regional Director

Luke Hepler, CFA, is a regional director on the Financial Institutions and National Accounts (FINA) team 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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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.

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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
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Contact Us

Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
Contact Us