AMK Assetmark Financial Holdings

AssetMark CEO Natalie Wolfsen Recognized in San Francisco Business Times’ Most Influential Women in Business of 2021

AssetMark CEO Natalie Wolfsen Recognized in San Francisco Business Times’ Most Influential Women in Business of 2021

CONCORD, Calif., Oct. 18, 2021 (GLOBE NEWSWIRE) -- AssetMark, a leading wealth advisory platform, announced today that CEO Natalie Wolfsen has been honored by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business of 2021. The award honors leaders that exemplify creativity, passion, vision and perseverance in their industry.

Wolfsen and the other honorees were celebrated at a virtual event, which featured the 2021 class of Most Influential Women sharing their wisdom, leadership style, and how they plan to continue to advance and support the careers of other women.

“It is an honor to be recognized by the San Francisco Business Times alongside this impressive and inspiring group of women,” said Wolfsen. “I am fortunate to have worked with some remarkable women who have helped shape my career journey, including many of the women I work with now at AssetMark, and I am committed to paying that forward. Serving as CEO of AssetMark is a high point in my professional journey and I am proud to lead an incredible team of people who are dedicated to serving financial advisors and their clients.”

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 $84.6 billion in platform assets as of June 30, 2021 and has a history of innovation spanning more than 20 years.

About San Francisco Business Times

The San Francisco Business Times is the No. 1 print and online source for Bay Area business news and information on the most successful people, companies and transactions in the region. Every Friday, the Business Times print edition arrives with an in-depth lineup of local news stories, business profiles and valuable industry rankings. From technology and sustainability to small business, biotech, hospitality, real estate and banking, the Business Times covers the most relevant and timely topics for the Bay Area business community.

takes the Business Times brand known for its insight, analysis and high journalistic standards and extends it to the Internet. Thousands of established and up and coming executives visit every day looking for the information they need to do Business in the Bay Area.

SOURCE: AssetMark, Inc.

Media Contact:

Alaina Kleinman



EN
18/10/2021

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Assetmark Financial Holdings

 PRESS RELEASE

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for I...

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributio...

 PRESS RELEASE

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Plan...

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark’s advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer ...

 PRESS RELEASE

AssetMark Completes Acquisition of Key TAMP Business Assets in Strateg...

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth’s Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark’s platform, broadening its array of investment solutions...

 PRESS RELEASE

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry...

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors BOULDER, Colo. and CONCORD, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- TIFIN Sage, an advanced AI-powered investment platform and a division of TIFIN, is pleased to announce an expanded collaboration with AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors. AssetMark will incorporate TIFIN Sage’s cutting-edge AI capa...

 PRESS RELEASE

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Dr...

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions First State Bank Achieves Significant Results Through Innovative Collaboration CONCORD, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, and Cheetah, a cloud-based trust accounting system, are proud to announce the continued success of their strategic collaboration. Since joining forces, they have delivered a unified wealth management solution that is driving growth,...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch