Genstar Capital
Charles Goldman advises the firm in the financial services industry.
Charles is a Member of the Board of Directors of Genstar portfolio companies ACA Group, AmeriLife, Cerity Partners, Mercer Advisors and Orion. He is also chairman of FinTech Evolution Acquisition Group and a board member of the American Mountain Guides Association.
Prior to joining the Genstar SAB, Charles was President & CEO of former Genstar portfolio company AssetMark, Inc., a leading independent provider of innovative investment and consulting solutions serving financial advisors. Prior to joining AssetMark, Charles was a senior advisor to Bain & Company, Genstar and several private equity firms focused on the financial services space. Charles was also President of Fidelity Investments, Custody & Clearing; EVP and head of Schwab Institutional; President of Paramount Farms, Inc., and President of Paramount Citrus Association. He has been featured in The Wall Street Journal, Barron’s, Bloomberg, InvestmentNews, RIABiz, Financial Advisor magazine, Financial Advisor IQ, and WealthManagement.com.
Among other boards in the financial services industry, Mr. Goldman was Chairman of the Board of Personal Capital Corporation.
This person is not in the org chart
This person is not in any offices
Genstar Capital
2 followers
Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $19 billion in assets under management and is focused on investing in financial services, software, industrials, and healthcare. Genstar partners with its management teams and network of strategic advisors to grow and transform its portfolio companies into industry-leading businesses. We operate as one team with a single office in the heart of San Francisco. Our vision is to help build lasting, impactful businesses that will continue to succeed well beyond our ownership.