
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.
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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.*

Year William Blair was founded

Employees worldwide

Client assets

Independent and employee-owned

Offices worldwide

Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.