AssetMark Executive and Leadership Team

David Kaufman, the Chief Executive Officer & Founder at AssetMark, directs the overarching strategy and vision for the wealth management platform provider. Kaufman guides the company's mission to deliver comprehensive investment, technology, and operational support to independent financial advisors. Overseeing the strategic direction, Kaufman ensures AssetMark's integrated ecosystem of technology, investment offerings, and practice management support effectively partners with advisors to build and scale successful businesses. This leadership role involves setting the long-term objectives for enhancing advisor efficiency, client experiences, and the delivery of sophisticated investment management services. Kaufman's foundational role in establishing AssetMark in the mid-1990s continues to shape its market position as a leading service provider for independent advisors. The Chief Executive Officer & Founder's focus remains on driving innovation and maintaining AssetMark's commitment to empowering financial advisors across the United States.

Samira Agarwal, the Chief of Staff at AssetMark, facilitates strategic initiatives and operational alignment across the organization. Agarwal supports the executive leadership team in executing the company's mission to provide robust solutions for independent financial advisors. This role involves coordinating cross-functional efforts to enhance the integrated platform, which includes technology, investment management, and practice management support. Agarwal ensures seamless communication and execution of key projects designed to improve advisor efficiency and client outcomes. The Chief of Staff's responsibilities extend to optimizing business processes and supporting the strategic growth objectives of AssetMark. By managing critical projects and driving operational excellence, Agarwal contributes directly to the company's ability to serve as a strategic partner for financial advisors seeking to scale their practices.

Kevin Kraus, the Vice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel at AssetMark, spearheads initiatives focused on expanding the company's reach within the Registered Investment Advisor (RIA) channel. Kraus drives strategic growth plans and operational enhancements specifically tailored for RIA firms. This leadership position involves developing and implementing programs that support advisors in growing their practices and improving operational efficiency. The Vice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel works closely with the head of the RIA channel to ensure AssetMark's platform solutions effectively meet the evolving needs of independent advisors. Kraus's efforts are critical in strengthening AssetMark's partnerships with RIAs, providing them with the investment, technology, and business support necessary for success. By focusing on strategic growth and tailored solutions, Kraus directly impacts the company's market penetration and advisor engagement.

Blaine Slack, the Wealth Solutions Strategy Chief of Staff at AssetMark, directs strategic planning and execution for the company's wealth solutions offerings. Slack focuses on enhancing the investment management services and portfolio solutions provided to independent financial advisors and their clients. This role involves collaborating with product development and investment teams to ensure AssetMark's offerings remain competitive and aligned with market demands. The Wealth Solutions Strategy Chief of Staff plays a key part in refining the strategic roadmap for wealth solutions, aiming to improve advisor efficiency and client outcomes. Slack's contributions are vital in ensuring that AssetMark's comprehensive platform effectively supports advisors in building and scaling successful businesses. By driving strategic initiatives within wealth solutions, Slack directly supports the company's mission to empower financial advisors across the United States.

Esi Minta-Jacobs, the Executive Vice President & Chief of Staff at AssetMark, oversees critical operational functions and drives strategic execution across the organization. Minta-Jacobs ensures the seamless delivery of investment, technology, and business support solutions to independent financial advisors. This executive role involves managing key projects and initiatives that enhance operational efficiency and improve client experiences. The Executive Vice President & Chief of Staff works to align departmental efforts with AssetMark's overarching mission of empowering advisors to grow their practices. Minta-Jacobs's leadership is instrumental in optimizing the integrated ecosystem of services, ensuring that financial advisors receive the comprehensive support needed for success. By driving operational excellence and strategic alignment, Minta-Jacobs directly contributes to AssetMark's position as a leading wealth management platform provider.

Zachary Shepard, the Chief Revenue Officer, EA at AssetMark, directs all revenue-generating activities and sales strategies for the wealth management platform. Shepard is responsible for driving top-line growth by expanding AssetMark's client base and deepening relationships with independent financial advisors. This role involves overseeing the sales organization and ensuring alignment with the company's mission to provide comprehensive support solutions. The Chief Revenue Officer, EA focuses on optimizing the sales funnel, enhancing revenue streams, and achieving financial targets. Shepard's leadership ensures that AssetMark's integrated ecosystem of technology, investment offerings, and practice management support effectively translates into sustained revenue growth. By driving strategic sales initiatives, Zachary Shepard directly impacts the company's market position and its ability to partner with advisors seeking to scale successful businesses across the United States.