Previously Natalie was Chief Solutions Officer at AssetMark. Before joining the firm, she held several leadership positions including head of marketing for New York based asset manager First Eagle Investment Management, and head of product management and development for Pershing. She also spent several years at Charles Schwab in product development, marketing, and strategy roles.

Natalie earned a master’s of business administration from University of California, Los Angeles - The Anderson School of Management, and a bachelor of arts degree from the University of California, Berkeley.

Michael has over 25 years of experience working with financial advisors in various capacities. Prior to joining AssetMark, he was a Senior Vice President at Fidelity Investments, responsible for Sales Management, Relationship Management and Practice Management. Michael started his professional career at Coopers & Lybrand, LLC.

Michael received his Bachelor of Arts in Economics from UCLA and was also admitted as a member of American Institute of Certified Public Accountants in 1994.

He has a Bachelor’s degree in Math and History from the State University of New York-Binghamton, and an MBA in Finance from the University of Maryland.

Carrie joined the firm in 2000 and has held various key roles including Chief Financial Officer and Chief Compliance Officer. Prior to joining AssetMark, Carrie worked for Barclays Global Investors where she headed the Investment Operations Group in the Tokyo, Japan office. She also spent several years at Coopers and Lybrand where she was an Audit Manager.

Carrie received a Bachelor of Science degree in Business Administration, from the University of California, Berkeley. She is also a member of the American Institute of Certified Public Accountants and holds her series 6 and 26 licenses.

Muk received a Bachelor of Arts degree in Mathematics and Economics from Rutgers University and is a graduate of the Stanford Graduate School of Business Executive Program. He holds series 7, 24 and 63 licenses.

Esi joined AssetMark in 2005 as the Project Management Office Leader. Under her leadership the team grew as her responsibilities expanded to encompass program management across the entire organization including digital platforms, client experience operations, technology, and mergers and acquisitions. This also included managing the capital budget associated with these initiatives. Previously, Esi was an SVP at Wells Fargo overseeing international operations project delivery, and a Partner Integration Manager at Peoplesoft. She previously held management consulting roles at Grant Thornton International and PricewaterhouseCoopers (formerly Coopers & Lybrand).

Esi earned a Bachelor of Science in Business Administration with a concentration in Accounting and Management Information Systems from Northeastern University.

Jerry began his career at Bankers Trust Company where he spent almost 15 years in a variety of asset management roles working with institutional clients in the US and abroad. At the time of his departure from Bankers Trust, Jerry was the CEO of its Structured Investment Management business, with more than $250 billion in AUM in fixed income, quantitative equity, and asset allocation strategies. He received a bachelor’s degree in Economics from Yale University and holds a master of business administration in Finance from Columbia University.

Previously, Mike was head of Investment and Product Development for the firm. He joined the firm in 1994 and has served in several additional leadership roles ranging from operations and service to project management and business development. He earned his MBA from The Marshall School of Business at the University of Southern California, and holds the Chartered Financial Analyst designation (CFA).

Prior to joining AssetMark, Ted was Vice President, Associate General Counsel at Charles Schwab, providing legal and regulatory counseling to a variety of Schwab business enterprises. Ted started his professional career at two law firms as a securities litigator, primarily representing financial services companies in securities arbitrations, SEC investigations and shareholder class actions.

Ted earned a BA in History and a BA in Economics from the University of California at Los Angeles in 1992 and a JD from the University of California Hastings College of the Law in 1996.