Jason Lloyd

Jason Lloyd

National Accounts Director, Financial Institutions
+1 312 364 8526
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Jason Lloyd is the director of national accounts–financial institutions for William Blair Investment Management. In this role, he is responsible for the placement of mutual funds and separately managed accounts at supermarket clearing firms, banks, and regional broker-dealers. A key aspect of this role is gaining access to the financial advisor networks at the firms under his purview. Jason is an industry veteran with more than 16 years of experience. He joined William Blair in 2003 as a mutual fund analyst, and then served as a primary resource for competitive analytics before moving into his current role. Before joining the firm, Jason worked at Northern Trust Bank for three years. He is a member of the Investment Management Consultants Association (IMCA). Jason received a B.A. in finance from the University of Kentucky.