AssetMark

We are excited to share that AssetMark's very own Zoe Brunson, Chief Investment Strategist, and Lauren Kang, VP of Due Diligence, have been honored as 2025 Citywire Most Influential Women in Due Diligence award winners! Their unwavering dedication, exceptional expertise, and leadership in curating our manager lineup and managing our investment platform are truly remarkable. Congratulations to Zoe and Lauren for making such an impactful contribution to the industry! https://bit.ly/3DDLoU0 #AssetMark #WomenInFinance #DueDiligence #Leadership #CitywireAward

In this timely 2-Minute CIO Update, AssetMark CIO Christian Chan addresses the recent market volatility and shares three things investors need to keep in mind, while staying invested and informed. https://bit.ly/4iolhPL

When stocks are falling, it is hard to sit still. In this edition of On The Mark, AssetMark Chief Market Strategist Kezia Samuel, CFA, CAIA, offers three tips to stay calm during market volatility. https://bit.ly/3DOk4Cl #AssetMark #MarketVolatility

In a recent interview with Julius Buchanan of Wealth Solutions Report, AssetMark CEO Michael Kim discusses how the shifting demographics of Gen Z and millennials are reshaping the wealth management landscape. From personalized investment strategies to tax optimization, Next Gen clients have unique expectations. Learn more about how AssetMark is helping advisors stay ahead of these changes in the full article here: https://bit.ly/3DBrZCZ #WealthManagement #GreatWealthTransfer #NextGenAdvisors #FinancialPlanning #AssetMark

As we continue celebrating #WomensHistoryMonth, we’re spotlighting the voices of women across #AssetMark. Today, we’re featuring Nicole Mossman, MBA, Chief Marketing Officer, as she reflects on the impact of opportunity and the importance of paying it forward. "Women’s History Month is a great time to reflect, appreciate, and celebrate. For me, I reflect on my very first job in this industry and am thankful for the founder of the company that took a chance on me and gave me the opportunity that has propelled my career in the financial services industry for over 25 years. The power of one person to be able to lift up and shape the trajectory of a career is so incredible. Throughout my career, I have tried to pay it forward to other women around me." #WomensHistoryMonth #AssetMark

On International Women's Day 2025, we celebrate the contributions of women across industries, communities, and cultures. From leadership and innovation to mentorship and community, women continue to inspire progress and create meaningful change. At AssetMark, we are committed to empowering and supporting women, fostering opportunities for growth and success. Here’s to the incredible women who lead, inspire, and uplift those around them. ?? Tag a woman who has made a difference in your life! #InternationalWomensDay #IWD2025 #AccelerateAction #AssetMark

We are seeking a dynamic and experienced Program Lead, Sponsored Events to manage AssetMark's portfolio of third-party sponsored events. This individual will oversee our participation in trade shows, exhibit management, and sponsorship activations, ensuring seamless execution while maximizing brand exposure and engagement. If you're an experienced event professional with a passion for creating impactful experiences, we'd love to hear from you! https://bit.ly/41udPLJ #Hiring #Jobs #Careers #AssetMarkCareers #AssetMark

Christian Chan, CIO at #AssetMark, shared valuable insights with Business Insider on the growing risks of passive investing and its potential to create a market bubble. He discussed how investors can navigate this landscape and why active management might provide an edge. Read more here: https://bit.ly/3QMdX4p

#AssetMarkGoldForum has come to a close, and we want to extend our heartfelt thanks to our incredible sponsors for making this event truly extraordinary, one that will be remembered for years to come! A huge thank you to: AlphaSimplex (Virtus Investment Partners), Anos Capital, Aquire Up, Algorithmic Investment Models, BetaNXT, BlackRock, BOK Financial Advisor Trust Services, Broadridge, Capital Group, Catchlight, CIBC Private Wealth, City National Rochdale, Clark Capital, Dimensional Fund Advisors, DoubleLine, Epic, Fidelity Investments, First Trust Portfolios, Franklin Templeton Investments, Hartford Funds Management Co., J.P. Morgan, Kensington Asset Management, Leading Response, Morningstar, Nasdaq Dorsey Wright, New Frontier Advisors, PCS Retirement, PIMCO, Principal Global Investors, State Street Global Advisors, Stone Ridge Asset Management, Stradley Ronan, US Bank, VanEck, and William Blair. #AssetMark #ThankYou #Extraordinary #Event #Celebration

That’s a wrap on #AssetMarkGoldForum 2025! From groundbreaking insights to unforgettable celebrations, this year’s event was nothing short of extraordinary. Thank you to our attendees, speakers, and sponsors for making it an experience to remember! What was your favorite moment? Tell us in the comments! Until next time! #AssetMark #Extraordinary