Jim Jones, CFA, Partner

Small-Mid Cap Generalist Analyst

Jim Jones, CFA, partner, is a small-mid cap generalist analyst on the U.S. growth and core equity team at William Blair Investment Management. Previously, he was a portfolio manager for the firm’s Mid Cap Growth and Small-Mid Cap Growth strategies and a research analyst focused on U.S. small-cap industrials companies on the U.S. growth and core equity team. He also served as the team’s co-director of research from 2017 to 2019. Before joining William Blair in 2010, Jim was an investment analyst at Federated Investors. Before that, he was a research analyst at Credit Suisse and an associate at Ashton Partners. He is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.S. in accounting from Miami University and an M.B.A. from the University of North Carolina’s Kenan-Flagler Business School.

Subscribe Now

Want the latest insights on the economy and other forces shaping the investment landscape?

Subscribe to our Investing Insights newsletter. 

Contact Us

Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.

Contact Us

Contact Us

Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
Contact Us

Contact Us

Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
Contact Us