AssetMark Executive and Leadership Team

Lou Maiuri, the Chairman and Group Chief Executive Officer at AssetMark, directs the overarching strategic vision for the wealth management platform. This leadership role involves aligning investment, technology, and operational support to ensure independent financial advisors scale practices effectively. By overseeing the integration of portfolio solutions and business consulting services, the Chairman and Group Chief Executive Officer maintains the competitive market position of the firm. Lou Maiuri drives long-term value creation by fostering innovation within the advisor-focused ecosystem. Through constant engagement with the Board and executive leadership, the Chairman and Group Chief Executive Officer ensures the company remains a premier partner for advisors seeking sophisticated infrastructure. This executive oversight supports the expansion of service capabilities across the United States, ultimately securing the financial health and operational excellence of the entire organization.

Kristin Ganong, the Chief Marketing Officer at AssetMark, architects the brand strategy and advisor engagement initiatives that define the market presence of the firm. This role involves developing comprehensive communication frameworks that highlight the value of the integrated technology and investment platform. By analyzing advisor needs, the Chief Marketing Officer crafts targeted campaigns that drive adoption of practice management resources and compliance support tools. Kristin Ganong ensures brand consistency across all digital and physical touchpoints, reinforcing the reputation of the company as a leader in the wealth management sector. Through collaboration with product and sales teams, the Chief Marketing Officer optimizes the client experience to attract and retain independent financial advisors. This leadership function directly impacts growth by translating complex service offerings into clear, actionable value propositions for the advisor community.

Samira Agarwal, the Chief of Staff at AssetMark, manages the operational cadence and strategic priorities of the executive office. This role involves coordinating cross-functional initiatives that align technology, investment, and business support services with the broader corporate mission. By facilitating communication between the C-suite and department heads, the Chief of Staff ensures the efficient execution of high-priority projects. Samira Agarwal monitors organizational performance metrics to identify opportunities for process improvement and resource optimization. This leadership position requires balancing immediate operational demands with long-term strategic goals to maintain the competitive edge of the firm. Through rigorous oversight of internal workflows, the Chief of Staff supports the scaling of advisory businesses and enhances the overall effectiveness of the executive team in delivering value to independent financial advisors.

Zachary Shepard, the Chief Revenue Officer, EA at AssetMark, drives the commercial strategy and sales performance across the national advisor network. This role involves overseeing the acquisition of new advisory partnerships and the expansion of existing relationships through the delivery of sophisticated investment management and technology solutions. By analyzing market trends, the Chief Revenue Officer, EA identifies growth opportunities that align with the business support needs of independent financial advisors. Zachary Shepard manages the sales organization to ensure consistent revenue generation and market penetration. This leadership function requires close collaboration with product teams to refine the service ecosystem and improve advisor retention. Through the implementation of data-driven sales strategies, the Chief Revenue Officer, EA secures the financial trajectory of the firm while empowering advisors to build successful, scalable practices.

Kevin Kraus, the Vice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel at AssetMark, architects the growth initiatives specifically tailored for the Registered Investment Advisor segment. This role involves developing strategic roadmaps that integrate technology and operational support to meet the unique requirements of RIA firms. By analyzing the competitive landscape, the Vice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel identifies service gaps and implements solutions that enhance advisor productivity. Kevin Kraus coordinates with internal teams to ensure the delivery of high-quality practice management resources and investment offerings. This leadership position focuses on scaling the RIA channel through targeted business development and relationship management. Through these efforts, the Vice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel drives sustainable growth and strengthens the market position of the firm.

Esi Minta-Jacobs, the Executive Vice President & Chief of Staff at AssetMark, oversees the organizational structure and internal governance required to support a large-scale wealth management platform. This role involves managing complex projects that bridge the gap between executive strategy and operational implementation. By streamlining internal processes, the Executive Vice President & Chief of Staff ensures that technology, investment, and business support services remain aligned with the needs of independent financial advisors. Esi Minta-Jacobs facilitates high-level decision-making processes and monitors the execution of corporate initiatives across all departments. This leadership function requires a deep understanding of the operational nuances of the firm to drive efficiency and maintain service quality. Through the coordination of cross-functional teams, the Executive Vice President & Chief of Staff supports the overall mission of empowering advisors to scale their practices effectively.

Carla Estabrook, the Chief Administrative Officer (CAO) at AssetMark, directs the internal infrastructure and administrative functions that sustain the wealth management platform. This role involves overseeing compliance support, human capital management, and operational policies that enable the firm to deliver consistent service to independent financial advisors. By optimizing administrative workflows, the Chief Administrative Officer (CAO) ensures that the organization maintains the agility required to adapt to changing market conditions. Carla Estabrook manages the integration of business support services to enhance the overall efficiency of the firm. This leadership position requires balancing regulatory requirements with the need for innovative practice management solutions. Through the management of core administrative systems, the Chief Administrative Officer (CAO) provides the foundation for the company to scale its operations and continue serving as a strategic partner for financial advisors across the country.