Skip to main content

AssetMark Names David McNatt Executive Vice President, Head of Investment Solutions

Written by Customer Service on . Posted in Public Companies.

McNatt will lead the company’s center of excellence for investment solutions and experience

CONCORD, Calif., June 07, 2021 (GLOBE NEWSWIRE) — AssetMark (NYSE: AMK) announced it has named David McNatt, CFA, as Executive Vice President, Head of Investment Solutions. He was most recently Senior Vice President, Product Strategy and Management for AssetMark. With this promotion, McNatt joins the AssetMark Executive Team under CEO Natalie Wolfsen.

McNatt has led Product Strategy and Management for the last six years, responsible for managing solutions across the development lifecycle, driving adoption and optimizing revenue. Previously, he held senior leadership roles at Russell Investments, Charles Schwab and Franklin Templeton. In his career, McNatt has developed and launched more than 45 products and services representing $160B in assets.

In his new role, McNatt will oversee four main groups for AssetMark including: Product Strategy & Development; Platform Investment Strategy; Investment Management; and Investment Service and Operations. McNatt’s team will be focused on delivering the investment solutions and experience required to meet evolving advisor and investor needs.

“I am pleased to add David as the newest member of our executive team,” said AssetMark CEO Natalie Wolfsen. “David’s wealth of experience, and extensive knowledge of AssetMark’s business, our advisors’ investment needs and industry trends, make him a natural fit for this new role which is focused on investment innovation and growth for the firm. Putting our investment and product teams under one umbrella will allow for greater synergy between these areas. This is an exciting time for AssetMark, and we look forward to David leading our investment team as we serve our mission to make a difference in the lives of advisors and investors.”

In his new role, McNatt will continue to lead the Product Management Team and will also oversee Investment Management and Strategy. AssetMark’s new Chief Investment Officer Jason Thomas, PhD, will report to McNatt leading the Investment Management Team responsible for all AssetMark managed investment solutions and ongoing strategy research and development. Thomas is replacing current AssetMark CIO Jerry Chafkin who will be retiring this fall. Chief Investment Strategist, Zoe Brunson, CFA, will also report to McNatt leading the Platform Investment Strategy Team responsible for due diligence, investment consulting and quantitative research.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

About AssetMark Financial Holdings, Inc.

AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and their clients. Through AssetMark, Inc., its investment advisor subsidiary registered with the Securities and Exchange Commission, AssetMark operates a platform that comprises fully integrated technology, personalized and scalable service and curated investment platform solutions designed to make a difference in the lives of advisors and their clients. AssetMark had $78.9 billion in platform assets as of March 31, 2021 and has a history of innovation spanning more than 20 years.

Source: AssetMark, Inc. / AssetMark Financial Holdings, Inc.

Media Contact:

Oliver Hays
MSR Communications for AssetMark, Inc.
oliver@msrcommunications.com 

Disclaimer & Cookie Notice

Welcome to GOLDEA services for Professionals

Before you continue, please confirm the following:

Professional advisers only

I am a professional adviser and would like to visit the GOLDEA CAPITAL for Professionals website.

Important Notice for Investors:

The services and products offered by Goldalea Capital Ltd. are intended exclusively for professional market participants as defined by applicable laws and regulations. This typically includes institutional investors, qualified investors, and high-net-worth individuals who have sufficient knowledge, experience, resources, and independence to assess the risks of trading on their own.

No Investment Advice:

The information, analyses, and market data provided are for general information purposes only and do not constitute individual investment advice. They should not be construed as a basis for investment decisions and do not take into account the specific investment objectives, financial situation, or individual needs of any recipient.

High Risks:

Trading in financial instruments is associated with significant risks and may result in the complete loss of the invested capital. Goldalea Capital Ltd. accepts no liability for losses incurred as a result of the use of the information provided or the execution of transactions.

Sole Responsibility:

The decision to invest or not to invest is solely the responsibility of the investor. Investors should obtain comprehensive information about the risks involved before making any investment decision and, if necessary, seek independent advice.

No Guarantees:

Goldalea Capital Ltd. makes no warranties or representations as to the accuracy, completeness, or timeliness of the information provided. Markets are subject to constant change, and past performance is not a reliable indicator of future results.

Regional Restrictions:

The services offered by Goldalea Capital Ltd. may not be available to all persons or in all countries. It is the responsibility of the investor to ensure that they are authorized to use the services offered.

Please note: This disclaimer is for general information purposes only and does not replace individual legal or tax advice.