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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
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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

  • 2,000+

    Employees worldwide

  • 145 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • 650+

    Companies under coverage

As of June 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • 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.

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  • Girl with a backpack on looking at a lake

    Estate Planning Documents for Your College-Age Children

    Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.

    Read more

  • One Big Beautiful Bill Act: What You Need to Know

    The One Big Beautiful Bill Act (OBBBA) marks a significant shift in the landscape of American tax policy. Learn the new rules under the OBBBA, along with the effective date of the changes.

    Read more
See more thought leadership

Our Latest News

  • CareDx, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of CareDx, Inc. (CDNA $12.51), which provides diagnostics and digital solutions for transplant patients and providers.

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  • Modern Campus Has Received a Majority Growth Investment from Providence Equity Partners

    William Blair acted as the lead financial advisor to Modern Campus, a portfolio company of The Riverside Company, in connection with its majority growth investment from Providence Equity Partners L.L.C.

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  • Figma, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Figma, Inc. (FIG $72.76), the market leader for UI/UX design software, helping designers, developers, marketers, and other stakeholders turn ideas into digital products and experiences.

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See more news

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