AssetMark Expands Team With New Chief Commercialization Officer

Natalie Wolfsen Will Drive Marketing and Product Management Activities in Newly Created Role

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May 13, 2014, 10:00 ET

CONCORD, Calif., May 13, 2014 /PRNewswire/ -- AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving financial advisors, announces that Natalie Wolfsen has joined the Senior Leadership Team as Chief Commercialization Officer. In this new role, Ms. Wolfsen will oversee marketing and product management with a focus on client experience for advisors and their clients.

"We created the Chief Commercialization Officer position to ensure that a deep understanding of advisors' needs drives our product and marketing activities as we continue to grow," said Charles Goldman, CEO, AssetMark. "This role is a critical component of our long-term strategy, and Natalie's experience will be invaluable to our team and our advisors."

Ms. Wolfsen will lead teams dedicated to managing the product life cycle from ideation through launch and beyond, with the objective of delivering solutions that are timely, easy to use, and responsive to advisor and client needs. She will also lead the marketing team's efforts to enhance the AssetMark brand in the marketplace and increase awareness and adoption of the platform. Ms. Wolfsen will report to Mr. Goldman.

Ms. Wolfsen has served advisors and their clients throughout her career, which includes more than 20 years of experience in investment product management, technology and marketing. Most recently, she served as head of marketing for New York-based asset manager First Eagle Investment Management. Prior to that, she was head of product management and development for Pershing (both the RIA and broker-dealer divisions). She spent several years at Charles Schwab in product development and marketing, building and delivering asset management products for RIAs, as well as playing a number of strategic leadership roles within the firm.

"AssetMark's commitment to its clients, including delivering impressive technology and best-in-class investment products, made the Chief Commercialization Officer opportunity extremely compelling," said Ms. Wolfsen. "I can't wait to begin to support AssetMark's advisors and the company's goals."

About AssetMark, Inc.
AssetMark, Inc. is an independent strategic provider of innovative investment and consulting solutions serving financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors utilize in helping clients achieve their investment objectives and life goals.

The firm has approximately $22 billion in assets on its platform and a history of innovation spanning nearly 20 years. AssetMark works in collaboration with independent advisors who make a difference in the lives of their clients. For more information, visit www.assetmark.com.

MEDIA CONTACT:
Dana Taormina
Jennifer Connelly Public Relations
(973) 850-7305
[email protected]

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SOURCE AssetMark, Inc.