Kevin Brock, vice president, is a wealth advisor and CERTIFIED FINANCIAL PLANNER™ in William Blair’s Private Wealth Management group. Before joining William Blair, he enjoyed a nine-year career with Credit Suisse and DLJ. Kevin began his career in the securities industry at Drexel Burnham before moving to PaineWebber for four years.
Kevin often uses the principles of financial planning to understand his clients’ financial position and objectives. In addition, he considers long-term planning for education, retirement, taxes, and estates when designing customized investment management for his clients.
After more than 31 years in the industry, Kevin has developed a three-dimensional investment methodology, beginning with a focus on company fundamentals. He employs technical analysis using point and figure charting, giving him the tools to identify patterns, aberrations, and targets of a particular stock, index, or asset class on a short- and long-term basis. He uses investor sentiment research to help understand the risk and trend of market forces as human nature can help illustrate. By combining the fundamental, technical, and qualitative review from a macro level with his vast research resources, he is able to examine individual stocks on their own merit and within the context of the industry and the market in general, giving him distinct insights into opportunities that may not be readily apparent to the average investor. Kevin defines himself generally as a “growth at a reasonable price” investor. He combines William Blair’s best growth research with a skill for seeking absolute value for his clients.
Kevin works with a wide range of clients, including small-business owners, professionals, individuals, and family relationships. While each of his clients has distinct investment objectives, they share one common goal: to preserve and grow their wealth. Kevin assists his clients in achieving their goals with dedication and a commitment to delivering quality service and well-reasoned and thoroughly researched investment advice.
Kevin grew up in the Cleveland area and graduated from the University of Akron with a degree in finance. He now lives in Chicago’s Lakeview area. Kevin is a marathon runner.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.