Payton Elizabeth Winebar
Investment adviser representative at William Blair & Company L.L.C.
12 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- William BlairAug 2022 to now
- William Blair & CompanyJun 2021 to now
- Indiana UniversityAug 2018 to now
- William Blair & CompanyJul 2020 to Aug 2020
- William Blair & CompanyJun 2019 to Aug 2019
- Kelly Construction & Design, LLCJul 2018 to Aug 2018
- Loyola AcademyAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7128064
- Firm CRD
- 1252