McCool clarifies who is in charge of RIAs post-Goldman

Clark and Cox are empowered

Author Brooke Southall September 21, 2009 at 7:38 AM

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Jim McCool: Trish Cox and Bernie Clark have authority

Charles Goldman

Schwab

McCool

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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.

McCool clarifies who is in charge of RIAs post-Goldman

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February 24, 2021 at 3:31 AM

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McCool clarifies who is in charge of RIAs post-Goldman

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February 24, 2021 at 3:31 AM

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