Articles tagged "Jerry Chafkin"
Charles Goldman rolls up a TAMP that handles clients with concentrated equity positions and 401(k) accounts
The AssetMark deal adds $1.7 billion and 600 advisor-clients
October 24, 2014 at 1:03 PM
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