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.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.