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.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.