Alex Pape, CFA in

Alex Pape, CFA

Energizer · DISC type I
EVP, Chief Technology & Product Officer at AssetMark
📍 San Francisco, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
EVP, Chief Technology & Product Officer
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

How Alex shows up

Believer
Big Picture Person
Enthusiastic

They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Priorities

Topics Alex cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2025
EVP, Chief Technology & Product Officer
AssetMark
2-2017 - 1-2025
Managing Director
BlackRock
9-2014 - 1-2017
Managing Principal
Huckleberry Capital Management
10-2014 - 6-2016
COO
UpWealth
6-2015 - 9-2015
Head of Product
Wealthminder
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2009
Bachelor of Science
Georgetown University McDonough School of Business
2007 - 2007
Finance
University of Melbourne
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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