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.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of September 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.