Michael is Chief Executive Officer and President 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.
Michael, who most recently served as President and Chief Client Officer at AssetMark, brings over 25 years of industry experience and a proven track record of driving successful results for the firm. As President and Chief Client Officer, he led the firm’s Client Success Group, which is focused on creating opportunities that expand and deepen AssetMark’s engagement with advisors and help advisors enhance their business and client experiences.
Prior to joining AssetMark, he was a Senior Vice President at Fidelity Investments, responsible for Sales Management, Relationship Management and Practice Management. Michael started his professional career at Coopers & Lybrand, LLC.
Michael received his Bachelor of Arts in Economics from UCLA and is a member of American Institute of Certified Public Accountants.