RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer

After a prolonged search, Charles Goldman hires the former CEO of $240-billion AUM Natixis, president of Charles Schwab Investment Management and Yalie

Author Brooke Southall September 3, 2014 at 12:52 PM
1 Comment
no description available
Jerry Chafkin: The old [formula for managing investment risk] is less than fully baked.

TAMPs


btcman

btcman

November 18, 2014 — 12:32 PM

Qatar Investment 2300% profit in 48 Hours Principal Return
Your secured short term investment partner.
We offer 3 short time investment plans suitable for investors worldwide with a principal security fund.
1500% profit in 48 Hours (Principal Return)
2300% profit in 48 Hours (Principal Return)
3400% profit in 24 Hour (Principal Return)
100% Risk Free Investment Plan,Safe Investment For Serious Investors
No Risk Investment and High Return Investment
http://www.qatarinvestment.org


Related Moves

July 16, 2022 at 1:35 AM

Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media

CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal

November 23, 2023 at 12:20 AM

Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies

The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.

September 30, 2023 at 2:31 AM

Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

September 8, 2023 at 11:58 PM

See more related moves

Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.