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AssetMark CEO Charles Goldman grabs $5.7B Global Financial out from under rival Envestnet's nose, gets ex-Curian CEO and solidifies his firm's own future in the brutal TAMP game; but don't call it a roll-up

At number two in TAMP ranks, the Concord, Calif.-based TAMP with $46 billion bought Global Financial, whose CEO headed Curian in its growth years and got out well before its death

Author By Lisa Shidler
August 25, 2018 at 1:52 AM
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Charles Goldman: We are not becoming a roll-up.


Steve P

Steve P

August 25, 2018 — 5:11 PM
Nice article..was anxiously awaiting some more in depth coverage of this Also like the “Anatomy of a Deal” box

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