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Mark McKinley

Managing Director, Wealth Advisor The Cultra Wealth Management Group

About Mark

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.

Mark joined William Blair in 2012. He is a member of the CFA Institute and the Investment Analysts Society of Chicago.

Credentials

CFA

Education

Denison University, B.A. cum laude, Economics and Political Science
Northwestern University, Kellogg Graduate School of Management, M.B.A., Economics and Finance

Articles and resources

Thinking Strategically About Charitable Giving 2019 Tax Reference Guide Gifting Appreciated Securities to a Donor-Advised Fund Program Client Focus

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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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