Charles Goldman

Board Member at Orion Advisor Tech


Charles Goldman is a member of the Board of Directors of Genstar portfolio companies ACA Group, Amerilife, Cerity Partners, Mercer Advisors, Orion Advisor Solutions and the American Mountain Guides Association. Prior to joining the Genstar SAB, Charles was President and CEO of 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. Among other boards in the financial services industry, Mr. Goldman was Chairman of the Board of Personal Capital Corporation. Charles received his MBA in General Management with Honors from the University of California, Los Angeles, and his BS in Finance, Magna Cum Laude, from the University of Southern California.


  • Board Member

    Current role

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