Jason R. Stefanelli

Consultant Relations and Business Development, Canada
+1 312 364 5191
Email vCard

Jason Stefanelli is responsible for new business development and consultant relations in Canada. He joined the firm in 2017. Jason has a diverse background in corporate finance, brokerage, investment management, and investment consulting. Before joining William Blair, Jason was director, pensions and global business development, at Cambridge Associates, LLC in Boston, Massachusetts. In this role he provided strategic, unbiased investment advisory solutions, manager research, and OCIO services to meet the varying needs of institutional pension clients, non-profit institutions, and family offices in the Canadian institutional 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 European markets. 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, 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, business development, and client service. Education: B.S., business administration, finance, Algonquin College of Applied Arts & Technology.