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Team Ward

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  • Laura Ward

    Laura Harrison Ward

    Managing Director, Wealth Advisor

    +1 415 248 5906
    View profile
  • Lisa Kwong

    Lisa Kwong

    Senior Client Relationship Associate

    +1 415 796 6867
    View profile

About William Blair

William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 139 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • Back of students' heads wearing caps and gowns

    College Was Awesome. Now What?

    College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.

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  • Game pieces on a board

    Thinking Strategically About Charitable Giving

    Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

    Read more
  • Hand on a calculator on a desk with papers

    Qualified Charitable Distributions from an IRA

    IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.

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See more thought leadership

Our Latest News

  • Harrow, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Harrow, Inc. (HROW $29.59), a leader in the North American ophthalmic pharmaceutical market, dedicated to delivering innovative, accessible, and affordable eyecare solutions.

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  • American Integrity Insurance Group, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of American Integrity Insurance Group, Inc. (AII $16.57), a technology-enabled homeowners insurer that focuses on the Florida market, with some exposure in other southeastern states.

    Read more

  • William Blair Hosts 45th Annual Growth Stock Conference

    William Blair today kicked off its 45th Annual Growth Stock Conference, a three-day event featuring over 250 companies and hosting more than 900 clients from around the globe.

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See more news

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