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Articles tagged "Jerry Chafkin"

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Charles Goldman: These are folks I knew from the past that I knew and liked.

Charles Goldman rolls up a TAMP that handles clients with concentrated equity positions and 401(k) accounts

The AssetMark deal adds $1.7 billion and 600 advisor-clients

October 24, 2014 at 1:03 PM
Jerry Chafkin: The old [formula for managing investment risk] is less than fully baked.

AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer

After a prolonged search, Charles Goldman hires the former CEO of $240-billion AUM Natixis, president of Charles Schwab Investment Management and Yalie

September 3, 2014 at 12:52 PM
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