Whitney Hoban

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 08/2019
  William Blair & Company
  Chicago, IL
• 06/2021 → 08/2021
  Goldman Sachs
  Chicago, IL
• 08/2013 → 08/2018
  New Trier High School
  Winnetka, IL
• 08/2018 → 05/2019
  Trinity College
  Hartford, CT
• 08/2019 → 06/2021
  Trinity College
  Hartford, CT
• 08/2021 → 06/2022
  Trinity College
  Hartford, CT
• 06/2022 → 10/2025
  Goldman Sachs & Co. Llc
  New York, NY
• 10/2025 → Present
  William Blair & Company
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-02-18
• S63 Uniform Securities Agent State Law Examination
  2022-09-02