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Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO

Myra Rothfeld also departs as Goldman sets his sights on software, service revamp

Author Brooke Southall January 13, 2014 at 4:31 PM
2 Comments
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Charles Goldman: We're not going to just toss the salad.

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Related Moves

July 20, 2021 at 1:17 AM

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

RIA in a Box gunning for top-notch staff as it readies for Aquiline-fueled roll-up binge, targeting old-school, mom-and-pop compliance competitors

With Ascensus also in its portfolio, Aquiline is showing a penchant for taking dull, fragmented, unloved wealth-management niche businesses and rolling them up into sexier firms

November 29, 2018 at 11:54 PM


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