Mark McKinley is responsible for the investment and relationship management on a variety of taxable and tax-exempt client relationships. Before joining William Blair, Mark was a portfolio manager at Atlantic Trust for more than 14 years. He also worked at Northern Trust for more than eight years, spending most of that time as a portfolio manager.
In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.1
Mark joined William Blair in 2012. He is a member of the CFA Institute and the Investment Analysts Society of Chicago.
1 The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of June 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.