Leadership Team

The Leadership Team at AssetMark plays a crucial role in guiding the company's strategic direction and ensuring the delivery of innovative investment and consulting solutions for independent financial advisors. Comprised of executives from various functional areas—including wealth management, marketing, finance, and operations—the team collaborates to align company goals with the needs of clients, enhance operational efficiency, and drive growth. Their collective expertise and vision are instrumental in fostering a culture of client success and advancing AssetMark's mission of empowering advisors to help clients achieve financial independence.