American Express Stock – AssetMark Names New CEO | ThinkAdvisor
Wolfsen serves on the board of directors of the CFP Board Center for Financial Planning. She joined AssetMark, which is based in Concord, California, in May 2014. She’s also worked for firms such as BNY Mellon Pershing (2009-2011), Charles Schwab (1999-2009) and American Express (1996-1998).
“Natalie is a proven, high-performing leader who the board of directors unanimously believes is the right executive to lead AssetMark moving forward,” said Xiaoning Jiao, chairperson of AssetMark’s board, in a statement.
“The board and I thank Charles for his significant contributions to AssetMark over the last eight years,” Jiao said. “Under his leadership, AssetMark made a successful transition to a publicly traded company, which strengthened the company’s financial profile and enabled it to make significant investments to better serve financial advisors.”
Kim most recently served as the firm’s chief client officer. He has 25 years of industry experience, including 10 years at AssetMark. Earlier, Kim was an executive at Fidelity Investments. He started his career at Coopers & Lybrand.