AssetMark
Phill Rogerson, CFA, serves as Senior Vice President and Head of the RIA Channel at AssetMark since July 2025, focusing on expanding the Registered Investment Advisor space and enhancing efficiencies for wealth managers. Prior to this role, Phill held the position of Head of the RIA Channel at Envestnet, Inc from April 2019 to June 2025. Phill's extensive experience includes nearly 30 years at Russell Investments, where the most recent role was Managing Director of Private Client Services, overseeing a $45 billion mutual fund and managed account operation. Academic credentials include a Bachelor of Science in Mathematics and Computer Science from the University of Puget Sound and a Master of Business Administration from the University of Washington.
This person is not in any teams
This person is not in any offices
AssetMark
5 followers
AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.