Invest in Others Board Member
Joined May 2019
President and Chief Client Officer
AssetMark, Inc.
Michael is President of AssetMark. Michael leads the client development and relationship strategy for the firm and is responsible for creating opportunities that expand and deepen AssetMark’s engagement with advisors, and for identifying solutions to help advisors grow their business and enhance client experiences. Michael oversees AssetMark’s sales and marketing teams, sales strategy and operations, and strategic accounts.
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.