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Matthew Zimmer

Executive Committee at William Blair & Company

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Matthew Zimmer is Executive Committee of William Blair & Company L.L.C., a Chicago investment adviser managing $64.3B. Matthew Zimmer has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at William Blair & Company

Title on Schedule A
Executive Committee
Control
Matthew Zimmer is a control person of William Blair & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Matthew Zimmer has held the filed role since January 2022.

The firm

William Blair & Company L.L.C.
Chicago, IL

Form ADV filed 31 March 2026

$64.3B AUM38,171 clients231 advisers12 offices

Career on record

Firms and exams, newest first
  1. Passed Series 79TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 · 2013
  4. Passed Series 7 and Series 63 · 2007

Registrations and exams

Broker registration; no current adviser registration. Matthew Zimmer has passed 5 qualifying exams.

Examinations

Series 6320 December 2007
Name
Uniform Securities Agent State Law Examination
Series 2427 March 2013
Name
General Securities Principal Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 718 July 2007
Name
General Securities Representative Examination

Individual record

Full name
Matthew Montgomery Zimmer
CRD
4157826
Firm
William Blair & Company L.L.C.
Registration status
Broker registration; no current adviser registration
Firm bio
williamblair.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Matthew Zimmer is a partner and global head of investment banking at William Blair. The firm says he serves on its executive committee. Official firm biography

Education

  • He received an MBA from Columbia Business School and a BBA from the University of Notre Dame.Official firm biography

Common questions

Where does Matthew Zimmer work?

Matthew Zimmer has been Executive Committee of William Blair & Company L.L.C. since January 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Matthew Zimmer have a current investment-adviser registration?

Matthew Zimmer has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Matthew Zimmer passed?

Matthew Zimmer has passed 5 licensing exams: the Series 7, Series 63, Series 24, SIE and Series 79TO. The earliest, the Series 7, was passed in July 2007.

Source: IAPD individual record, checked 17 October 2026

Leadership at William Blair & Company

Sources

  1. IAPD individual record, CRD 4157826. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of William Blair & Company L.L.C., filed 31 March 2026. Title, control and ownership bands.
  3. William Blair & Company team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Matthew Zimmer or William Blair & Company L.L.C. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.