Articles tagged "Natalie Wolfsen"
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Natalie Wolfsen's sudden ascent as AssetMark CEO marks a whole new 'liberated' RIA vibe and could be a catalyst to fill service void left by custodian cutbacks
Put in place by AssetMark's new high-powered chairwoman, the Charles Goldman protégé sees a way to take on Envestnet and Schwab after demoting MoneyGuidePro and closing the biggest deal in her company's history
March 11, 2021 at 2:41 AM
In poaching coup, Charles Goldman hires open-API wizard Mukesh Mehta to AssetMark from Cetera
The legendary chief information officer headed Schwab Institutional's efforts before shepherding in TD Ameritrade's legendary open API
March 15, 2017 at 8:09 PM
Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some
