Jason Stefanelli

About Jason

Jason Stefanelli is a senior institutional business development representative at William Blair Investment Management. He is responsible for business development and consultant relations across all institutional market segments in Canada. Before joining the firm in 2017, Jason was director of global pensions at Cambridge Associates, LLC, providing strategic, unbiased investment advisory solutions, manager research, and OCIO services to meet the varying needs of institutional pension clients and nonprofit institutions. Previously, he was a partner at a premier U.S. hedge fund that specialized in long/short fundamental equity strategies, responsible for investor relations efforts in the U.S., Canada, and Europe. 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, he was vice president of business development at Wellington Management Company, LLP, managing the firm’s Canadian business and client relationships for five years. Prior to that, Jason was responsible for consultant relations and client service at State Street Global Advisors in Toronto. He holds memberships and 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 treasurer for the Regional Canadian Pensions and Benefits Institute (CPBI) in Ontario. He received a B.S. in business administration and finance from Algonquin College of Applied Arts & Technology and completed the executive program for “Artificial Intelligence: Implications for Business Strategy” at the MIT Sloan School of Management.