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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.

Author Brooke Southall
February 24, 2021 at 3:31 AM
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Charles Goldman: RIAs have grown their production on our platform, 50% since last year and 100% since 2018.

Jeff Spears

Jeff Spears

February 24, 2021 — 1:22 PM
This is the first of many senior management changes. While I understand that the buck stops at the top. The industry changes make these changes feel like kicking the dog.

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