Kelly Allison, CFA

Institutional Business Development Representative

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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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
Contact Us