David McNatt
Corporate Officer/Principal chez ASSETMARK FINANCIAL HOLDINGS, INC.
Fortune : 2 M $ au 30/04/2024
Profil
Mr. Joel D.
McNatt is an Executive Vice President of Investment Solutions at AssetMark, Inc. and an Executive VP & Head-Investment Solutions at AssetMark Financial Holdings, Inc. He has more than 20 years of product and investment management experience to AssetMark.
Prior to joining AssetMark, Mr. McNatt was with Russell Investments responsible for investable, smart beta index product business and worked closely with strategic partners and the institutional sales organization to educate clients on the application of smart beta strategies.
He also spent more than 8 years at Charles Schwab as the Managing Director of Product Strategy and Development.
He received his BA in Finance with a minor in Economics from the University of South Florida.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 17/11/2023 | 56 319 ( 0,08% ) | 2 M $ | 30/04/2024 |
Postes actifs de David McNatt
| Sociétés | Poste | Début |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Corporate Officer/Principal | - |
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. | Gestionnaire de Portefeuille-Actions | 01/05/2021 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formation de David McNatt
| University of South Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| Entreprise privées | 3 |
|---|---|
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 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Commercial Services |
