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
- CFA Institute
- CFA Society of Chicago
- Economic Club of Chicago
Professional Recognition and Awards
- Working Mother Top Wealth Advisor Moms List 2020 1
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.