Benjamin Luke Mcfadden

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

• 07/2019 → Present
  William Blair
  New York, NY
• 06/2019 → 06/2019
  Extended Travel
  Lisbon
• 08/2018 → 05/2019
  Full-Time Education: Johns Hopkins University
  Baltimore, MD
• 06/2018 → 07/2018
  Cowen And Company
  New York, NY
• 08/2017 → 05/2018
  Full Time Education: Johns Hopkins University
  Baltimore, MD
• 06/2017 → 07/2017
  Water Walker Investments
  Tampa, FL
• 08/2016 → 05/2017
  Full-Time Education: Johns Hopkins University
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22
• S63 Uniform Securities Agent State Law Examination
  2019-11-26

Other Names

• Luke Mcfadden