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Michael Kim — Chief Executive Officer and President · AssetMark · San Francisco Bay Area.
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About
AssetMark is a leading provider of extensive wealth management and technology solutions that help independent financial advisors deliver personalized and impactful advice to their clients. As the CEO and President of AssetMark, I am responsible for setting the strategic vision and direction of the company, overseeing the execution of our business plans, and ensuring the satisfaction and success of our clients and partners. Our team was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its take-private sale to GTCR in 2024.
I have over 30 years of experience in the financial services industry, with a focus on investment management, financial advisory, and client relationship management. I have a proven track record of driving growth, innovation, and excellence in the organizations I have led or been part of. I am passionate about empowering financial advisors with the tools, resources, and support they need to thrive in a dynamic and competitive market. I am also committed to fostering a culture of collaboration, diversity, and inclusion within AssetMark and across the industry.
Experience
Chief Executive Officer and PresidentCurrent
AssetMark · Concord, California, United States
Sep 2023 – Present
Sr. Vice President
Fidelity Investments
1998 – 2010
Education
Skills
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