Jennifer Traina

Client Relationship Associate

AssetMark Team

About me

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.

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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Year William Blair was founded

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Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

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

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