RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer

After a prolonged search, Charles Goldman hires the former CEO of $240-billion AUM Natixis, president of Charles Schwab Investment Management and Yalie

Wednesday, September 3, 2014 – 12:52 PM by Brooke Southall
Admin:
no description available
Jerry Chafkin: The old [formula for managing investment risk] is less than fully baked.

Related Moves

UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture

Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

July 16, 2022 – 1:35 AM

Chuck Schwab reveals Part B, doubling-down on Walt Bettinger by making him co-chair, a day after Part A -- wagering $15 billion from the Schwab corporate treasury on the CEO's future leadership

The 84 year-old founder's elevation of his 61-year-old protege may foretell bigger fireworks from Rick Wurster who recently took over many of Bettinger's CEO duties, one executive recruiter says.

July 30, 2022 – 12:41 AM

AssetMark suddenly parts ways with president/CEO Charles Goldman; protégé Natalie Wolfsen named CEO; Michael Kim president

AssetMark chairwoman Xiaoning Jiao provided no details, faint praise for Goldman amid his unexpected departure, but was effusive over Wolfsen appointment.

February 24, 2021 – 3:31 AM

Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there

The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam

September 10, 2019 – 10:52 PM


Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh




btcman

btcman

November 18, 2014 — 12:32 PM

Qatar Investment 2300% profit in 48 Hours Principal Return
Your secured short term investment partner.
We offer 3 short time investment plans suitable for investors worldwide with a principal security fund.
1500% profit in 48 Hours (Principal Return)
2300% profit in 48 Hours (Principal Return)
3400% profit in 24 Hour (Principal Return)
100% Risk Free Investment Plan,Safe Investment For Serious Investors
No Risk Investment and High Return Investment
http://www.qatarinvestment.org

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo