Cara Williams, CFA, CAIA

Pronouns: she/her

Chief Client Service Officer & Employee Owner

As our firm’s chief client service officer, Cara is focused on empowering our team and ensuring that we have the right resources and processes in place to effectively support our clients and our growth. 

She initially joined LNW’s predecessor firm Wetherby Asset Management as an independent consultant to assist the firm in integrating a new and much-improved client reporting system. During this substantial transition, the firm recognized that her past process development experience and eye for business efficiency would be a perfect long-term fit, and Cara has become an integral part of the firm that allows us to provide exceptional service to our clients and continue to evolve our offerings. 

Cara started her career at BlackRock Financial Management in New York, where she worked for seven years as a vice president in the institutional tax-exempt client service area. When the opportunity arose to transfer to San Francisco, she immediately responded so she could return to the Bay area, where she’d gone to college. After meeting the head of Franklin Templeton Institutional on a business trip, she accepted an offer that would involve shifting into a sales role. She started there as vice president of global consultant relations; after five years, she assumed a different role – involving much less travel – that focused on providing strategic and operational leadership to a new business proposal team. The experience she gained in optimizing business processes and leading vendor management have proven invaluable in her time at LNW. 

If I had to pick three words to describe our firm’s culture, I’d say supportive, dedicated and fun.
Designations and Education
  • Chartered Alternative Investment Analyst 
  • Chartered Financial Analyst® charterholder 
  • MBA in Economics, Haas School of Business, University of California, Berkeley 
  • B.A., Stanford University 
Personal Passion

Loves spending time with her kids, and enjoying camping and hiking, where she’s glad that those activities don’t always require an emergency rain jacket like in her native Oregon.