Jackie Moss

About Jackie

Jackie Moss develops sophisticated investment solutions for high-net-worth individuals, families, and not-for-profit organizations. She serves the Private Wealth Management group as a member of the asset allocation committee and the alternative investment committee.

Before joining William Blair, Jackie was an investment specialist in J.P. Morgan’s Private Bank, and before that she was president and COO of Trees Investment Counsel. Before entering the wealth management sector, Jackie was an equity research analyst at Thomas Weisel Partners and was a corporate finance analyst at Montgomery Securities, both in San Francisco.

She is the founding board chair and a current board member of the nonprofit after-school program MetroSquash, and was recently named an Honorable Mention for the Catalyst Award in the 2022 Invest in Others Award for her work. Additionally, Jackie sits on the investment committee for Congregation Sukkat Shalom and is a member of the Kellogg Financial Network's Advisory Board.

Industry experience since 1994

• Montgomery Securities
• Thomas Weisel Partners
• Trees Investment Counsel
• J. P. Morgan
• Jackie joined William Blair in 2014

Professional Associations

• CFA Institute
• CFA Society of Chicago
• Economic Club of Chicago

Professional Recognition and Awards

• Barron’s Top State-by-State Advisors in America, 2021, 2022, 2023, 2024¹
• Barron’s Top Women Financial Advisors, 2021, 2022, 2023, 2024¹
• Forbes Best-in-State Advisors 2021, 2022, 2023, 2024²
• Forbes America's Top Women Wealth Advisors Best-in-State 2022, 2023, 2024 ²
• Working Mother Top Wealth Advisor Moms List 2020 and 2021 ³
• Forbes America’s Top Women Wealth Advisors 2021 ⁴

¹ The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.
² The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
³ SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
⁴ The rankings were based on data provided by more than 10,500 top-performing advisors from across the country, evaluating assets under management, client service and retention, and revenues generated for the firms.