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Lou Maiuri — Chairman and Group CEO · AssetMark · United States.
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About
With 30+ years of experience as an C-Suite executive leader, I have been integral to providing innovative solutions while developing high-performing teams. I currently serve as Chairman and Group CEO of Assetmark. Previsouly I served as President and Head of Investment Services at State Street Corporation, with end-to-end responsibility for all facets of State Street’s Investment Services business, including client management, product, technology and operations. Prior to State Street, I held executive leadership roles at Bank of New York Mellon and Fidelity Investments. I co-founded Eagle Investments Systems, and later served as CEO after its acquisition by Bank of New York Mellon.
I am well known in my network for business transformation & impactful leadership, always exceeding organizational goals & expectations. It is my passion to utilize my business acumen to drive revenue growth from a global perspective, enhancing technology through detailed implementations & seamless operations.
✅ Act as a member of the executive committee of the bank along with 5 additional executives, setting strategy and direction with the CEO
✅ Responsible for the technology, including cyber, applications, infrastructure, and data centers across all the global trading markets with a direct report from the CIO, supporting $2B in cost base • Lead all of the product management to identify trends, customer needs, and competitive markets, enabling enhanced engineering capabilities and generating $5B in revenue
✅ Oversee 30K employees across a global financial services firm, utilizing a global operating model to manage the operations, technology, product management across multiple sectors of the business, producing a revenue of $8B out of an overall $11B company
✅ Led all of the product management to identify trends, customer needs, and competitive markets, enabling enhanced engineering capabilities and generating $5B in revenue
✅ Integral to the growth of the business by architecting and delivering a strategic business model, sustaining topline revenue for franchise clients, expanding the revenue in the Structured Products space by 10% YOY, and influencing $100M in revenue by executing the largest outsourcing mandate in company history
✅ Successfully founded and built a FinTech software company from the ground up and managed through the acquisition with a large bank
Experience
Independent Director
Ultimus Fund Solutions
Apr 2026 – Present
Education
Skills
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