![David McNatt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David McNatt
Corporate Officer/Principal chez
ASSETMARK FINANCIAL HOLDINGS, INC.
Profil
Joel David McNatt currently holds the position of EVP, Chief Wealth Solutions & Strategy Officer at AssetMark, Inc. since 2025.
He is also Executive VP & Head-Investment Solutions at AssetMark Financial Holdings, Inc. since 2021.
Additionally, Mr. McNatt is a member of the CFA Institute and the CFA Society of San Francisco.
The education history includes an undergraduate degree from the University of South Florida.
Postes actifs de David McNatt
| Sociétés | Poste | Début |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Corporate Officer/Principal | - |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Gestionnaire de Portefeuille-Actions | 01/05/2021 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services | Corporate Officer/Principal | - |
Formation de David McNatt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
University of South Florida
 University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services | Commercial Services |
AssetMark Financial Holdings, Inc.
 AssetMark Financial Holdings, Inc. Packaged SoftwareTechnology Services Operates as a wealth management technology platform for financial advisors | Technology Services |
