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Asset Mark Appoints New Chief Executive Officer

Sep 11, 2023•almost 2 years ago

Position

Chief Executive Officer

Company

AssetMark

Michael Kim

Concord

Description

AssetMark Financial Holdings Inc said on Friday that, in line with its board of directors’ established succession plan, Michael Kim had been appointed as the firm’s next Chief Executive Officer with immediate effect.

Company Information

Company

AssetMark

Location

Concord, Massachusetts, United States

About

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

FundzWatch™ Score

Medium Activity

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