Fresh off IPO, AssetMark bumps Charles Goldman's pay 47%, but the AssetMark CEO had good news for his employers, too
After 2018 slowed a bit, the Concord, Calif.-based firm's growth rate picked up in first six months of 2019 and the firm has its star CEO locked up now for three years
Author By Lisa Shidler August 29, 2019 at 4:33 PM
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AssetMark suddenly parts ways with president/CEO Charles Goldman; protégé Natalie Wolfsen named CEO; Michael Kim president
AssetMark chairwoman Xiaoning Jiao provided no details, faint praise for Goldman amid his unexpected departure, but was effusive over Wolfsen appointment.
February 24, 2021 at 3:31 AM
Jeff Spears
August 30, 2019 — 1:01 PM
It is refreshing to read about Charles' success. It is the anti Wall Street CEO positioning as are the target clients with less than $250 million. Wall Street seems to be pushing these advisors out or encouraging them to partner with larger assets. We will see whose approach works better long term. My bet is on Charles!
Charlie Latimer
September 28, 2019 — 5:00 AM
The first time I saw Charles Goldman, I was new at Schwab and he was presenting at the company’s annual sales offsight. I’ll never forget his entrance on the stage with some cool song and he did the robot! He had me there, lol, but then delivered an inspiring speech that only leaders can do. He was always destined for a higher purpose. Hats off, from one Charlie to another! Interestingly, I truly never met a Charlie that I didn’t like!! I can live with that. Cheers
