jonlamar

Jonathan La Mar

Director, Private Wealth Management Middle Office

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About Jonathan

Jonathan La Mar is the director, Private Wealth Management middle office. In this role, he supervises more than 35 professionals in all areas of operations, including client reporting, cashiering, billing, trading, and client accounts. John and his team work with wealth advisors to provide accurate reporting, transparency, and data analytics to efficiently manage their practices and serve their clients. System integration, compliance reporting, and supporting PWM recruiting and onboarding are also in his purview. Before joining William Blair in 2016 as manager of client reporting and billing, John worked at Morgan Stanley Smith Barney and HighTower Advisors.  

He graduated from DePaul University with a B.S. in finance and holds his Series 7, 66, 9, and 10 licenses. John volunteers for Cradles to Crayons. He lives in Batavia with his wife and two young boys and enjoys golfing, boating, and entertaining.   

 

About William Blair

William Blair is a premier global boutique 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.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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