Kyle Concannon, CFA, CAIA

Portfolio Specialist

Kyle Concannon, CFA, CAIA, is a portfolio specialist for William Blair’s global equity strategies. In this role, he participates in the team’s decision-making meetings, conducts portfolio analysis, and is responsible for communicating portfolio information to clients, consultants, and prospects. Previously, Kyle was an investment strategist on William Blair’s Dynamic Allocation Strategies team where he contributed to portfolio management and was responsible for communicating the team’s philosophy and process, portfolio positioning, and performance drivers to internal and external stakeholders. Before joining William Blair in 2015, Kyle spent eight years at UBS Global Asset Management, most recently as part of its global investment solutions team, where he was responsible for interacting with clients and prospects regarding the firm’s multi‐asset capabilities. Kyle is a member of the CFA Institute, the CFA Society Chicago, and the CAIA Association. He received a B.S. in finance from Boston College.

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