Kelly Allison
CFA, Institutional Business Development Representative
About Kelly
Kelly Allison, CFA, is an institutional business development representative at William Blair Investment Management. She is responsible for consultant relations and business development for the Midwest and Southeast U.S. regions. Formerly, Kelly was an associate on the business development team. Before rejoining the firm in 2018, she was a director of consultant relations at Northern Trust Asset Management. Previously, Kelly was a performance and attribution analyst at PPM America and a senior associate at Mercer. She is a member of the CFA Institute and the CFA Society Chicago. Kelly received a B.S. in finance from Indiana University’s Kelley School of Business.
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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 partnership 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 30 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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154 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.