What You Need to Know
- Natalie Wolfsen will take the reins from Charles Goldman next week.
- Michael Kim is set to become president as part of the management reshuffle.
- The TAMP currently has some $75 billion in platform assets.
AssetMark, a turnkey asset management platform provider with some $75 billion in assets, has named Natalie Wolfsen as its CEO and Michael Kim as its president. The two executives will take over from President and CEO Charles Goldman next week.
Wolfsen, who will join the firm’s board, most recently served as AssetMark chief solutions officer. She has about 25 years of industry experience.
“I am thrilled to lead AssetMark forward as chief executive officer and build on its strong momentum and proven track record of helping advisors succeed,” Wolfsen said late Tuesday in a statement
“We … intend to build on our stated strategy of supporting independent financial advisors, broker-dealer relationships and RIAs on our platform by delivering new, tailored solutions, technology and services to help them achieve their clients’ financial goals,” she explained.