Alex Lane

Alexander M. Lane

Managing Director, Wealth Advisor

About Alex

Alex Lane, managing director, is a wealth advisor in William Blair’s Private Wealth Management group. He provides high-net-worth and institutional clients the firm’s full suite of investment solutions, including investment management, portfolio guidance, and wealth planning. Through a team-based, consultative approach, he works closely with clients to identify their investment objectives and implement solutions to help them develop financial strategies. Alex meets with clients regularly to review portfolio details and leverage the full scope of resources available through William Blair to provide holistic solutions.

Alex joined William Blair from TD Wealth and has nearly 30 years of industry experience. He formerly worked at Citigroup, where for 11 years he managed portfolios for clients of the Citi Private Bank and the Citi Trust Company. Before Citigroup, Alex was an equity analyst at Columbus Circle Investors, an investment management firm located in Stamford, Connecticut. Alex began his career at Prudential Securities in its equity research department.

Alex is a Chartered Financial Analyst and a member of the Stamford CFA Society. He graduated Phi Beta Kappa, magna cum laude from Hamilton College with a B.A. Alex lives with his wife and three daughters in Darien, Connecticut. He is a snow sports enthusiast, teaching snowboarding on winter weekends.

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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+1,850

Employees worldwide

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+131 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 March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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