William Blair Hires Jason R. Stefanelli as Director, Canada


William Blair announced today the appointment of Jason R. Stefanelli to the position of director, Canada. Mr. Stefanelli, with more than 18 years of experience in the investment management industry, will be responsible for bringing William Blair’s specialized client service resources and tailored global investment strategies to institutional investors across Canada.

“Spearheading our efforts in Canada, Jason will have responsibility for William Blair’s business development, market research, and consultant relations there. He will lead the education and implementation of William Blair’s unique and differentiated equity, fixed income, and alternative approaches, and resulting portfolio characteristics to institutional investors across the country. We are excited to expand our efforts in Canada and continue to deepen our client and consultant relationships,” said Dan Charles, global head of business development and client service at William Blair.

Mr. Stefanelli’s experience in the investment management and advisory industry includes working directly with institutional investors in Canada, the United States, and around the world, by building strong relationships with clients and prospects. Prior to joining William Blair, he was director, Pensions & Global Business Development at Cambridge Associates, LLC, in Boston. Jason was also a partner at a premier hedge fund firm covering Canadian and U.S. markets. Prior to that, Jason was a vice president, Business Development at Wellington Management Company, LLP in Boston, where he was responsible for growing its Canadian institutional business.

“I am delighted to join William Blair Investment Management and build upon its Canadian business by bringing to the market, global investment solutions that focus on maximizing returns at the appropriate level of risk,” said Mr. Stefanelli. “Today’s challenging capital markets place a premium on the need for value-add solutions to meet clients’ investment goals. William Blair’s unique firm culture, privately owned business model, and comprehensive investment strategies are well-suited for the Canadian institutional market.”

About William Blair Investment Management

At William Blair we work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active‐employee‐owned with broad‐based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including global equity, emerging markets equity, EAFE equity, U.S. equity, fixed income, multi‐asset, and alternatives. As of September 30, 2017, William Blair manages $73.9* billion in assets.

About William Blair

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, and together with its strategic partners, operates in more than 20 offices worldwide. For more information, please visit williamblair.com.

*As used in this document, asset amounts refer to William Blair Investment Management, LLC and the Investment Management division of William Blair & Company, L.L.C. unless otherwise noted.


A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/cd055d20-cbd1-4c73-8c78-a5992c502421

Tony Zimmer William Blair & Company 312-364-8611 tzimmer@williamblair.com

Source:William Blair & Company, LLC.