Jaime Villalobos
Senior Associate I, Client Relations
About Jaime
Jaime Villalobos is a senior associate I, client relations with GreenBridge. In this role, Jaime focuses on client service and support, specifically in creating and implementing financial planning strategies. He joins William Blair from UBS where he worked for 14 years in a similar role, developing his skills, experience, and credentials, as well as his passion to help guide the next gen clients.Jaime graduated from Loyola University Chicago, B.B.A. with majors in finance and marketing, with study abroad in Japan. He continued his education at Chicago Booth Executive Education to secure multiple designations and is an active member of the Investments and Wealth Institute. Jaime grew up in Mexico City, lives in Chicago, and for many years was an enthusiastic docent at the Chicago Architecture Center.
About William Blair
William Blair is a premier global partnership 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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1935Year William Blair was founded
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1,900+Employees worldwide
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147 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.