Jackie Moss

Jackie Moss

Wealth Advisor, CFA
+1 312 364 5213
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Jackie Moss develops sophisticated investment solutions for high-net-worth individuals and families. She serves the private wealth department as a member of the Asset Allocation committee, which is responsible for setting overall asset allocation strategies. 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 the wealth management sector, 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, and serves on the finance committee for US Squash.

Princeton University: A.B. in Economics, certificate in Politics
Northwestern Kellogg Graduate School of Management: M.B.A.

Industry experience since 1994:

  • Montgomery Securities
  • Thomas Weisel Partners
  • Trees Investment Counsel
  • J. P. Morgan

Joined William Blair in 2014

Professional Associations:

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

Learn more about the Fuller, Moss, and Pusinelli Team