Jake Stoiber
Senior Investment Analyst
About Jake
Jake Stoiber, CFA, is a senior investment analyst with Private Wealth Management Consulting Services. In this role, he focuses on manager research and due diligence, analyzing investment solutions across traditional and alternative asset classes. He works closely with William Blair’s wealth advisors in the areas of manager selection, asset allocation, and portfolio construction.
Jake joined William Blair from Evercore Wealth Management in New York and before that was with The Connable Office, a multifamily office located in Kalamazoo, Michigan. He holds an M.S. and a B.S. in finance from the University of Illinois Urbana-Champaign. He resides in Geneva with a growing family. In his free time, Jake enjoys the outdoors with his family and is an avid sports fan of the Cubs and the Fighting Illini.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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2,000+Employees worldwide
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145 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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650+Companies under coverage
As of June 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.