Michael is President of AssetMark and leads 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. AssetMark’s Client Success Group includes sales, sales strategy and enablement, enterprise sales and distribution, marketing, business consulting, new channel development, and client segmentation.
Michael has over 25 years of experience working with financial advisors in various capacities. 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.