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Jason R. Stefanelli

Consultant Relations and Business Development, Canada
+1 312 364 5191
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Jason Stefanelli is responsible for new business development and consultant relations across all institutional market segments in Canada for William Blair Investment Management.

Before joining the firm in 2017, Jason was director of pensions and global business development at Cambridge Associates, LLC, where he provided strategic, unbiased investment advisory solutions, manager research, and OCIO services to meet the varying needs of institutional pension clients and nonprofit institutions in the Canadian market. Before that, Jason was a partner at a premier U.S. hedge fund that specialized in long/short fundamental equity strategies, where he was responsible for fundraising, client service, and consultant relations efforts in the United States, Canada, and Europe. Additionally, as a member of the firm’s senior investment team, Jason provided ongoing strategic leadership that informed, steered, and executed the firm’s vision and business and investment strategy. Before that, Jason was vice president of business development at Wellington Management Company, LLP, where he managed the firm’s Canadian business from 2003 to 2008. Jason began his institutional investment management career at State Street Global Advisors in Toronto, where he was responsible for consultant relations and client service (from 1999 to 2003).

Jason received a B.S. in business administration and finance from Algonquin College of Applied Arts & Technology. He holds memberships/certifications from the New England-Canada Business Council (NECBC), FINRA, Canadian Securities Institute, Treasury Management Association of Canada (TMAC), and the Association of Canadian Pension Management (ACPM). Jason was also previously treasurer for the Regional Canadian Pensions and Benefits Institute (CPBI) in Ontario.