Articles tagged "Charles Goldman"
Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media
CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal
November 23, 2023 at 12:20 AM
Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies
The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.
September 30, 2023 at 2:31 AM
Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement
Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
September 8, 2023 at 11:58 PM
Cetera hiring Mike Durbin as CEO -- overseeing its existing 'CEO' -- completes Genstar's stellar HR week after it put Charles Goldman atop Orion's board -- with 'exponential' growth in mind for the 'middle market' companies
The Los Angeles broker-dealer nabbed the Fidelity legend to take its $118-billion AUM and 8,000 advisors higher, just as Orion -- also majority owned by Genstar -- makes a similar move.
May 18, 2023 at 1:46 AM
Charles Goldman takes seat on Orion board sparking thoughts about RIA custody comeback in Omaha and just what it can do with the Redtail, Brinker and TownSquare acquisitions
The ex-Schwab/Fidelity RIA custody chief was a turnaround CEO at AssetMark where he ushered in a custody offering and an IPO.
October 1, 2022 at 12:45 AM
Brooke's Bits: Charles Goldman's SPAC has a 'unicorn' pitch• Why Fidelity's bitcoin ETF application might have a shot • Investment bank to RIAs makes amends with staff who cranked out deals in overwrought 2020
The ex-AssetMark CEO says his new gig is anchored by a well-oiled team • Fidelity has crypto heft and bitcoin's history moved a decade in a year • Moelis pays $10,000, in installments
April 1, 2021 at 9:36 PM
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 at 3:31 AM
Fresh off IPO, AssetMark bumps Charles Goldman's pay 47%, but the AssetMark CEO had good news for his employers, too
After 2018 slowed a bit, the Concord, Calif.-based firm's growth rate picked up in first six months of 2019 and the firm has its star CEO locked up now for three years
August 29, 2019 at 4:33 PM
After a great IPO, AssetMark still needs to nail down its biggest asset, Charles Goldman, who assures that it's 'really nothing'
The CEO of the Concord, Calif.-based super-TAMP was its turnaround artist, maestro of sale to Chinese buyer and led it to the IPO but he was paid less than peers
August 16, 2019 at 9:31 PM
Brooke's Bits: One thousand Merrill Lynch clients set to use Tamarac software's 'unsurpassed capabilities' • Emigrant does new deal in hot M&A market• AssetMark readies its IPO as growth rate eases
Envestnet notches 200 UHNW teams at the wirehouse; It's the third post-Hurley deal; Charles Goldman's contract expires in October
June 28, 2019 at 1:23 AM
AssetMark records 'off the charts' year and SEI is 'right on track' after staggering $1-billion platform overhaul
Concord, Calif.-based TAMP added $10 billion of AUM, 900 advisors after hiring TD Ameritrade's Veo API fintech star
February 23, 2018 at 4:39 PM
Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver
As Mercer's torrid growth accelerates, its new CEO will hyper-unify investments and operations, make deals, pit software vendors against each other and hire like crazy
February 14, 2018 at 6:18 PM
In poaching coup, Charles Goldman hires open-API wizard Mukesh Mehta to AssetMark from Cetera
The legendary chief information officer headed Schwab Institutional's efforts before shepherding in TD Ameritrade's legendary open API
March 15, 2017 at 8:09 PM
Charles Goldman's turnaround of Genworth castoff leads Chinese investor to pay stunning price
AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return
April 12, 2016 at 3:47 AM
Following 'irregularities' Mark Mandich says Curian Capital will close its doors in 2016
In hindsight, the $11-billion Denver TAMP had made some moves like removing key managers and installing interim ones in the wake of troubles its parent entity referred to US regulators