Natalie Wolfsen has joined AssetMark’s senior leadership team as its chief commercialization officer. In this newly created position, Wolfsen will oversee marketing and product management with a focus on client experience for advisors.
Wolfsen has more than 20 years of experience in investment product management, technology and marketing. Most recently, she served as head of marketing for First Eagle Investment Management. Prior to that, she was head of product management and development for Pershing. Wolfsen also spent several years at Charles Schwab in product development and marketing.
Headquartered in Concord, Calif., AssetMark is an independent strategic provider of investment and consulting solutions serving financial advisors.
Please send On the Move items to Kathy Lynch.