Investment Management
About
The Investment Management team at AssetMark is responsible for developing and managing innovative investment strategies and product offerings that support independent financial advisors. This team collaborates on portfolio management, product development, and trading solutions, ensuring that advisors can effectively meet the diverse financial needs of their clients. By leveraging market insights and strategic relationships, the team enhances the company's commitment to helping advisors achieve their clients' financial independence and goals.
Team members
Chandler Crawford
Gold Relationship Manager
Jordan Harrison
Senior Product Manager, Wealth...
Jose A. Gallegos
Director, Investment Product M...
Ken C.
Director, Wealth Management So...
Matthew Scarcipino
Gold Relationship Manager
Patti Ernst
Senior Manager, Investment & P...
Seth Logan
Premier Elite Relationship Man...
Shelvic Webb-Thomas
Retirement Relationship Manage...
Sienna Paguia
Manager, Investment Product De...
Timothy James
Senior Manager, Investment Pro...