AssetMark Team

About Alex

Alex Scull advises high-net-worth individuals and their families on holistic investment strategies. Alex supports the partnership between William Blair Private Wealth Management and AssetMark in the areas of new business development, marketing initiatives, and portfolio and relationship management. He works closely with the team and the firm's wealth planning professionals to offer guidance on financial planning, strategic asset allocation, trusts and estates, lending, impact investing, and philanthropy. He assists in actively managing portfolios with the goal of making them tax-efficient and strives to optimize risk across global equities, fixed income, and alternatives.

Prior to William Blair, Alex worked in investment banking at Crédit Agricole and in investment management at Goldman Sachs. He also has experience as an entrepreneur in the hospitality industry. Alex received his B.S. from Boston College and his M.B.A. from Duke University.

Alex is CERTIFIED FINANCIAL PLANNER™ practitioner.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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1935

Year William Blair was founded

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+2,100

Employees worldwide

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+108 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of June 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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