Ralph Marvin Segall

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1994 → 12/2025
  Segall Bryant & Hamill
  Chicago, IL
• 03/2023 → 12/2025
  Corient
  Chicago, IL
• 01/2024 → 12/2025
  Corient Services Llc
  Miami, FL
• 12/2025 → Present
  William Blair
  Chicago, IL

Previous Registrations

• 1994-10-17 → 2026-01-12
  Segall Bryant & Hamill
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2023-03-31 → 2026-01-12
  Corient
  Miami, FL
  Chicago, IL
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-07
• S65 Uniform Investment Adviser Law Examination
  1993-11-08

Designations

• Chartered Financial Analyst
• Chartered Investment Counselor