Jason Stefanelli

Jason Stefanelli

Consultant Relations and Business Development, Canada

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About Jason

Jason Stefanelli is responsible for business development and consultant relations across all institutional market segments for William Blair in Canada.

Before joining the firm in 2017, Jason was director of global pensions 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. 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 client service, and consultant relations efforts in the United States, Canada, and Europe. Additionally, as a member of the firm’s senior management 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 and client relationships 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.

Jason received a B.S. in business administration and finance from Algonquin College of Applied Arts & Technology. He recently completed the executive program for “Artificial Intelligence: Implications for Business Strategy” at the Massachusetts Institute of Technology’s Sloan School of Management. 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.

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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.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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