David Studer

Senior Vice President Investment Solutions at AssetMark

David Studer, CFA has a extensive work experience in the investment industry. David is currently serving as the Senior Vice President of Investment Solutions at AssetMark since January 2022. Prior to this, they worked at LPL Financial for a decade, where they held the position of VP Product and Platform Management and was responsible for implementing and managing the Guided Wealth Portfolios digital advice investment platform. Before LPL Financial, David worked at Nuveen Investments as the Managing Director of Global Operations, Strategy and Change Management from 2004 to 2008. David also has previous experience at CheckFree Investment Services, PIMCO Advisors, Allianz Investments, and Nicholas Applegate Capital Management, where they held various vice president-level positions and played a crucial role in operations management, strategic planning, and technological development.

David Studer, CFA holds a Bachelors degree in Corporate Finance from Arizona State University.

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Timeline

  • Senior Vice President Investment Solutions

    January, 2022 - present