Jason Lloyd
Senior Client Relationship Manager, Financial Institutions National Accounts
About Jason
Jason Lloyd is a senior client relationship manager in the Financial Institutions & National Accounts (FINA) at William Blair Investment Management. In this role, he is responsible for relationship management and cross-selling of the firm’s strategies within the home offices of some of the firm’s largest intermediary relationships. These include insurance firms, defined-contribution investment-only platforms, sub-advisory relationships, TAMPS, and broker-dealers. 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.
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About William Blair
William Blair is a premier global boutique 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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.