David McNatt

David McNatt, CFA has over 25 years of experience in the financial industry. David is currently the EVP of Investment Solutions at AssetMark, where they are responsible for leading product strategy, development, and management. Prior to this role, David held various positions at Russell Investments, Charles Schwab, and Franklin Templeton. At Russell Investments, they managed the firm's smart beta index business and successfully grew the institutional channel. During their tenure at Charles Schwab, David played a key role in expanding the sub-advisory product business, launching investment management and exchange-traded fund products, and managing the firm's fixed income platform. David also led numerous change and growth initiatives across the company. At Franklin Templeton, David developed and launched global mutual funds and played a crucial role in the firm's product research and governance. Overall, David's work experience demonstrates their expertise in product development, strategy, and leadership in the financial services industry.

David McNatt, CFA completed their Bachelor of Arts in Finance with a minor in Economics at the University of South Florida in 2000. In 2012, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.