Charles Goldman
Chairman chez FINTECH EVOLUTION ACQUISITION GROUP
Profil
Charles George Goldman is currently the Chairman at Orion Advisor Technology LLC and the Non-Executive Chairman at Fintech Evolution Acquisition Group.
He is also a Director at Mercer Advisors, Inc., AmeriLife Group LLC, Orion Advisor Services LLC, American Mountain Guides Association, AssetMark Trust Co., Genstar Capital Management LLC, and AssetMark Retirement Services, Inc. In his former positions, Mr. Goldman served as the President & Chief Executive Officer at AssetMark, Inc. and AssetMark Financial Holdings, Inc. He was also a Director at Certified Financial Planner Board of Standards, Inc., Empower Personal Wealth LLC, Foreside Financial Group LLC, and SIH ACA Topco LP.
Additionally, he held the role of Principal at The Charles Schwab Corp., President at Wonderful Pistachios & Almonds LLC, President of Custody & Clearing at FIAM LLC, Chief Operating Officer, EVP & Head at Schwab Institutional, and President-Custody & Clearing at Fidelity Investments Tax-Exempt Services Co. Mr. Goldman received his undergraduate degree from the University of Southern California in 1987 and his MBA from the University of California, Los Angeles in 1991.
Postes actifs de Charles Goldman
Sociétés | Poste | Début |
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FINTECH EVOLUTION ACQUISITION GROUP | Chairman | 01/02/2021 |
AssetMark Retirement Services, Inc.
AssetMark Retirement Services, Inc. Investment ManagersFinance AssetMark Retirement Services, Inc. provides financial services. Its services include wealth, retirement, and trust. The company was founded in 1994 and is headquartered in State College, PA. | President | - |
AmeriLife Group LLC
AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Director/Board Member | 01/09/2022 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Director/Board Member | - |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Consultant / Advisor | - |
AssetMark Trust Co.
AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The private company is based in Concord, CA. | Director/Board Member | - |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Director/Board Member | - |
American Mountain Guides Association
American Mountain Guides Association Media ConglomeratesConsumer Services American Mountain Guides Association supports the American mountain guiding and climbing instructor community. The company was founded in 1979 and is headquartered in Boulder, CO. | Director/Board Member | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Chairman | 15/05/2023 |
Anciens postes connus de Charles Goldman
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Formation de Charles Goldman
University of Southern California | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 2 |
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CHARLES SCHWAB | Finance |
ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
Entreprise privées | 19 |
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Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Finance |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Commercial Services |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous |
Wonderful Pistachios & Almonds LLC
Wonderful Pistachios & Almonds LLC Agricultural Commodities/MillingProcess Industries Wonderful Pistachios & Almonds LLC grows, processes and packages almonds and pistachios for food manufacturers. Its products include in-shell and shelled pistachios, natural and manufactured almonds. The company was founded in 1989 and is headquartered in Los Angeles, CA. | Process Industries |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
AmeriLife Group LLC
AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Finance |
Fidelity Investments Tax-Exempt Services Co. | |
AssetMark Retirement Services, Inc.
AssetMark Retirement Services, Inc. Investment ManagersFinance AssetMark Retirement Services, Inc. provides financial services. Its services include wealth, retirement, and trust. The company was founded in 1994 and is headquartered in State College, PA. | Finance |
Wonderful Citrus LLC
Wonderful Citrus LLC Agricultural Commodities/MillingProcess Industries Wonderful Citrus LLC engages in production, packing, and distribution of fresh citrus. It offers grapefruits, mandarins, lemons, limes, and oranges. Its products are sold through brands including Wonderful Halos, Wonderful Sweet Scarletts, Paramount Citrus, Texas Grown Red Grapefruit, Ultimate, Kashu Gold Oranges, Gold Buckle Oranges, Satin Oranges, Blue Goose Minneolas, and Belt Oranges. The company was founded by Lou Ghiz in 1950 and is headquartered in Delano, CA. | Process Industries |
Empower Personal Wealth LLC
Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Finance |
Foreside Financial Group LLC
Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Technology Services |
American Mountain Guides Association
American Mountain Guides Association Media ConglomeratesConsumer Services American Mountain Guides Association supports the American mountain guiding and climbing instructor community. The company was founded in 1979 and is headquartered in Boulder, CO. | Consumer Services |
AssetMark Trust Co.
AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The private company is based in Concord, CA. | Finance |
Fintech Evolution Acquisition Group
Fintech Evolution Acquisition Group Financial ConglomeratesFinance Fintech Evolution Acquisition Group operates as a blank check company with the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase and reorganization or similar transaction with one or more businesses. The company was founded on December 15, 2020 and is headquartered in New York, NY. | Finance |
SIH ACA Topco LP
SIH ACA Topco LP Investment ManagersFinance SIH ACA Topco LP is a governance, risk, and compliance advisor in financial services. SIH ACA Topco is based in New York, NY and has subsidiaries in the United States. The company empowers clients to reimagine GRC and protect and grow their business by integrating advisory, managed services, and distribution solutions with their ComplianceAlpha® regulatory technology platform. The company has a team of former regulators and practitioners with a deep understanding of the regulatory landscape. The company was founded in 2002, and Patrick Michael Olson has been the CEO of the company since 2023. | Finance |