Board of Directors

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Xiaoning Jiao (Chairperson), CFO, Huatai Securities Co., Ltd.

Joined Board in 2020

Rohit Bhagat, CEO, FinTech Evolution Acquisition Group

Joined Board in 2017

Patricia Guinn, retired

Joined Board in 2019

Bryan Lin, CEO, Huatai Securities (USA), Inc.

Joined Board in 2019

Ying Sun, Managing Director and Head of Corporate Development, Huatai Securities Co., Ltd.

Joined Board in 2016

Joseph Velli, retired

Joined Board in 2020

Lei Wang, CEO, Huatai Financial Holdings (Hong Kong) Limited

Joined Board in 2020

Natalie Wolfsen, Chief Executive Officer, AssetMark Financial Holdings, Inc.

Joined Board in 2021

Yi Zhou, Executive Director and President, Huatai Securities Co., Ltd.

Joined Board in 2016

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AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

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AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.