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AssetMark Appoints Kate Winters as Senior Vice President and Head of Investment Platforms and Solutions

RECENTLY ACQUIREDNov 05, 2026

Position

Senior Vice President

Company

AssetMark

Kate Winters
ConcordFinance

Description

AssetMark, Inc. has announced the appointment of Kate Winters as Senior Vice President and Head of Investment Platforms and Solutions. She will lead AssetMark’s investment platform teams and enterprise-wide commercial strategy, focusing on expanding the firm’s capabilities across various growth areas.

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A new leader at AssetMark brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

AssetMark

Location

Concord, California, United States

About

AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.

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