Natalie Wolfsen

Portrait
Natalie Wolfsen, Chief Executive Officer

Natalie is Chief Executive Officer of AssetMark and leads the strategic vision for the firm, which encompasses its platform of curated investment and technology solutions, business consulting and operations support, and strategic acquisitions that serve the best interests of financial advisors and their investors. Natalie also serves on the Board of Directors for the CFP Board and has been featured in CNBC, Barron’s, ThinkAdvisor, FA Magazine, Financial Advisor IQ, RIA Intel, and InvestmentNews.


Prior to becoming CEO, Natalie was the Chief Solutions Officer at AssetMark, focused on bringing new products and capabilities to advisors and investors. Prior to joining AssetMark, she held several leadership positions including Head of Marketing for New York based asset manager First Eagle Investment Management, and Head of Product Management and Development for Pershing. She also spent several years at Charles Schwab in product development, marketing, and strategy roles.


Natalie earned her MBA from the Anderson School of Management at UCLA and her Bachelor of Arts degree from the University of California, Berkeley.