About Scott

Scott Zopfi is responsible for asset allocation analysis, portfolio implementation, and providing client service for high-net-worth families and individuals at William Blair. Previously, Scott worked in a variety of capacities at Northern Trust Company, most recently as a Associate Portfolio Manager on a wealth advisory team working with ultra-high-net-worth clients. Scott currently holds the CFP® designation.

In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.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

Credentials

CFP®

Education

University of California in Santa Barbara, B.A.

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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