Luke Hepler, CFA

Strategic Accounts Manager

Luke Hepler, CFA, is a strategic accounts manager at William Blair Investment Management. He focuses on relationship management and business development across bank/trust, sub-advisory, insurance, broker-dealer, wirehouse, and retirement platforms. Formerly, Luke was a senior associate on the institutional client service team and worked closely with corporate retirement plans, public pension funds, endowments, foundations, and sovereign wealth funds. Before joining the firm in 2015, he was an analyst at Chicago-based investment consulting firm Ellwood Associates (now CAPTRUST Financial Advisors). Luke is a member of the CFA Institute and CFA Society Chicago. He 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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