Kevin James Donahue
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 BlairMay 2024 to now
- William Blair and Company, L.L.C.Oct 2021 to now
- UnemployedMay 2021 to Oct 2021
- Indiana UniversityAug 2017 to May 2021
- Illinois Bone & Joint Physician OfficesJun 2015 to Aug 2019
- New Trier High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7558812
- Firm CRD
- 1252