Carrie is responsible for leading the firm’s service and operations functions, including advisor service, trade operations, account operations, reporting, billing, and facilities, while also overseeing all custodial relationships, including AssetMark Trust Company where she is Chair of the Board. Carrie also serves as President and Chairman of the Board of AssetMark's proprietary mutual fund family, directing three fund trusts, comprising 17 mutual funds, for which AssetMark serves as adviser. Carrie is also President of AssetMark's proprietary broker-dealer, AssetMark Brokerage, LLC.
Carrie joined the firm in 2000 and has held various key roles including Chief Financial Officer and Chief Compliance Officer. Prior to joining AssetMark, Carrie worked for Barclays Global Investors where she headed the Investment Operations Group in the Tokyo, Japan office. She also spent several years at Coopers and Lybrand where she was an Audit Manager.
Carrie received her Bachelor of Science in Business Administration from the University of California, Berkeley. She is also a member of the American Institute of Certified Public Accountants and holds her series 6 and 26 licenses.