Gillian_Koch

Gillian Koch

Registered Portfolio Associate
+1 617 235 7520
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Gillian provides analytical and administrative support for William Blair – Boston Wealth Management. Her responsibilities include portfolio analysis, research, and client reporting for clients and prospects.

Prior to William Blair, she was a relationship manager at Fiduciary Wealth Partners where she worked with ultra-high-net-worth individuals in the areas of asset allocation, trading and account rebalancing, and performance reporting. Before that, Gillian worked as a portfolio manager associate at Boston Private Bank & Trust Company where she developed and maintained client relationships in the areas of trust administration, tax reporting, and portfolio maintenance. She also worked at Baring Asset Management LLC and held an internship at Pioneer Investments.

Gillian graduated from Northeastern University in Boston with a bachelor’s degree in communication studies and business administration. She is currently pursuing her certified financial planner designation through Bryant University’s Certificate of Financial Planning program.

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