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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.

    Read more
See more thought leadership

Our Latest News

  • James Hardie Industries plc: Initiation of Research Coverage

    William Blair initiated research coverage of James Hardie Industries plc (JHX $25.77), the No. 1 global manufacturer of high-performance fiber cement siding and cement backer boards used primarily in residential markets.

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  • AVI-SPL Has Agreed to Be Acquired by 26North Partners

    William Blair acted as financial advisor to AVI-SPL, a portfolio company of Marlin Equity Partners (Marlin), in connection with its pending sale to 26North Partners (26North).

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  • ProfitSolv Has Received a Significant Strategic Investment Co-Led by FTV Capital and Existing Investor Lightyear Capital

    William Blair acted as financial advisor to ProfitSolv, a portfolio company of Lightyear Capital, in connection with their significant strategic investment co-led by FTV Capital and existing investor Lightyear Capital.

    Read more
See more news

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