William Blair, a premier global boutique specializing in investment banking, investment management and private wealth management, has expanded the firm’s private wealth management offices in San Francisco and Denver by adding two new wealth teams.
Laura Harrison Ward joins William Blair as managing director, wealth adviser in San Francisco, and Mark Warren and John Warren join as managing directors, wealth advisers in Denver. Ward leads a four-person wealth management team, which includes senior investment specialist John Cella, senior client relationship associate Lisa Kwong and client relationship associate Josh McDaniel. The group joins from First Republic Investment Management, where they had more than $2 billion in client assets.
The Warren Group in Denver is a three-person team that includes senior client relationship associate Cindy Rosendale, in addition to Mark and John. The Warren Group joins from Morgan Stanley, where they had $425 million in client assets