Jackie Moss

Jackie Moss

Investment Counselor, CFA
+1 312 364 5213
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Jackie Moss is a portfolio manager in William Blair’s Investment Counseling group.

Prior to William Blair, Jackie was an Investment Specialist in J.P. Morgan’s Private Bank. Prior to that, she was president and COO of Trees Investment Counsel, a Registered Investment Advisory firm serving high-net-worth families, endowments, and foundations.

Jackie is a member of the CFA Institute, the CFA Society of Chicago and the Economic Club of Chicago. She is a founding board member of the non-profit after school program, METRO squash, and serves on the finance committee for US Squash.

She received her A.B. degree in economics, certificate in politics from Princeton University and has an MBA from the Northwestern University Kellogg Graduate School of Management.

Learn more about the Fuller, Moss, and Pusinelli Team