Oct 24, 2014
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
Person
Jerry Chafkin
2 articles
Articles tagged "Jerry Chafkin"
Sep 3, 2014
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
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