Jennifer Traina supports the partnership between William Blair Private Wealth Management and AssetMark in the areas of new business development, marketing initiatives, and portfolio and relationship management. Prior to joining William Blair, Jennifer managed high‐networth relationships and handled the day‐to‐day client account operations at Zuckerman Investment Group and UBS Financial Services. Additionally, Jennifer worked as a Treasury Analyst for a small real estate management company where she handled cash forecasting, daily cash flow needs, and operations.
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.