Kelly Allison
CFA, Consultant Relations and Business Development
About Kelly
Kelly Allison, CFA, is responsible for consultant relations and business development for William Blair Investment Management. She covers the Midwest and Southeast regions of the United States. Kelly rejoined William Blair in 2018 after working as a director of consultant relations at Northern Trust Asset Management. Before that, she was an associate on the business development team at William Blair. Previously, she worked as a performance and attribution analyst at PPM America and a senior associate at Mercer. Kelly is a member of the CFA institute and CFA Society Chicago. She received a B.S. in finance from Indiana University’s Kelley School of Business.
Why We Invest Shapes How We Invest
Culture is more than the ethos that characterizes our organization; it’s the engine that guides our practices. Our people are defined by their shared values and curiosity. Our approach is defined by teamwork; a disciplined, proven methodology; and technology-enhanced collaboration. Our purpose is defined by a focus on our clients and communities. But don’t take our word for it. See what culture means to our colleagues.
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About William Blair
William Blair is a premier global boutique 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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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.