profile

Jackie Moss

Managing Director, Wealth Advisor The Fuller Moss Team

About Jackie

Jackie works across asset classes to develop comprehensive investment portfolios that achieve client goals and objectives. This includes working with interested clients on impact investing. Jackie serves the private wealth department as a member of the Asset Allocation Committee, which is responsible for setting overall asset allocation strategies for clients. Before joining William Blair, she was an investment specialist in J.P. Morgan's Private Bank, and prior to that she was President and COO of Trees Investment Counsel. Before entering wealth management, Jackie was an equity research analyst at Thomas Weisel Partners and was a corporate finance analyst at Montgomery Securities, both in San Francisco. She is the founding board chair and a current board member of the non-profit after school program, MetroSquash.

Industry experience since 1994

  • Montgomery Securities
  • Thomas Weisel Partners
  • Trees Investment Counsel
  • J. P. Morgan
  • Jackie joined William Blair in 2014

Professional Associations

  • CFA Institute
  • CFA Society of Chicago
  • Economic Club of Chicago

Professional Recognition and Awards

  • Working Mother Top Wealth Advisor Moms List 2020 1
  • SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

     

Credentials

CFA

Education

Princeton University, A.B.
Kellogg School of Management at Northwestern University, M.B.A.

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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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