Jacqueline (Jackie) Moss, CFA

Jackie is a portfolio manager in William Blair’s Investment Counseling group. Prior to William Blair, Jackie was an Investment Specialist in J.P. Morgan’s Private Bank. Prior to that, she was president and COO of Trees Investment Counsel, a Registered Investment Advisory firm serving high-net-worth families, endowments, and foundations. She is a member of the CFA Institute, the CFA Society of Chicago and the Economic Club of Chicago. She received her A.B. degree in economics, certificate in politics from Princeton University and has an MBA from the Northwestern University Kellogg Graduate School of Management.

Jackie comes from a squash playing family, played varsity squash at Princeton, and is married to a squash player. She is a founding board member of the non-profit after school program, METRO squash, and is a former board chair of the organization.

Chicago, IL