Jackie Moss ('98)
Managing Director & Wealth Advisor, William Blair
Jackie Moss is a Managing Director and Wealth Advisor at William Blair. She 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.
Among other honors, she was named by Barron's and Forbes in 2021 in their lists of top women financial advisors.
She is the founding board chair and a current board member of the nonprofit after-school program MetroSquash and sits on the investment committee for Congregation Sukkat Shalom.
She graduated from Princeton University and holds an MBA from the Kellogg School of Management.