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.
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.