Payton Elizabeth Winebar

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

• 06/2021 → Present
  William Blair & Company
  Chicago, IL
• 08/2018 → Present
  Indiana University
  Bloomington, IN
• 07/2020 → 08/2020
  William Blair & Company
  Chicago, IL
• 06/2019 → 08/2019
  William Blair & Company
  Chicago, IL
• 07/2018 → 08/2018
  Kelly Construction & Design, Llc
  Chicago, IL
• 06/2017 → 07/2017
  Loyola Academy
  Wilmette, IL
• 08/2014 → 05/2018
  Loyola Academy
  Wilmette, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-08-15

Other Names

• Payton Hoag
• Payton Elizabeth Hoag