Whitney Hoban
Investment adviser representative at William Blair & Company L.L.C.
13 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- William BlairFeb 2026 to now
- William Blair & CompanyOct 2025 to now
- Goldman Sachs & Co. LLCJun 2022 to Oct 2025
- Trinity CollegeAug 2021 to Jun 2022
- Goldman SachsJun 2021 to Aug 2021
- Trinity CollegeAug 2019 to Jun 2021
- William Blair & CompanyMay 2019 to Aug 2019
- Trinity CollegeAug 2018 to May 2019
- New Trier High SchoolAug 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7128085
- Firm CRD
- 1252