Peter Mott is a wealth advisor with William Blair & Company. He is a skilled and seasoned veteran with nearly 40 years in the securities industry and extensive experience in managing small-capitalization, value portfolios. He focuses on building portfolios in which value and small capitalization are desired investment characteristics.
Peter uses a variety of methods to identify companies that fit these criteria, with particular attention to studying both the balance sheet and the income statement. He manages client accounts on a fully
Peter was previously a client advisor with Deutsche Bank Alex Brown and managed the Chicago private client office for nine years. Earlier, he managed the Chicago office of Lehman Brothers for four years. He also managed the Kidder, Peabody office in Troy, Michigan, for more than a decade before its merger with Paine Webber.
Peter is a graduate of the University of Detroit and the Advanced Management Program at Harvard Business School. He is also a graduate of the U.S. Army Command and General Staff College and the U.S. Naval War College. Peter is a retired Army Officer, having served in the Army and Army Reserve for almost 30 years. He serves as a trustee of the United States Naval War College Foundation. Peter is a past president of the Harvard Business School Club of Chicago and currently serves on the Global Alumni Board at HBS. Peter is a former alderman in the City of Lake Forest, Illinois, and is the Chairman of Armaly Brands, the parent company of the household product, Brillo. He has three adult children and lives in Lake Forest with his wife.