WOMEN CEO REPORT

- AssetMark Financial Holdings

Natalie Grace Wolfsen

AssetMark Financial Holdings

Natalie is Chief Executive Officer of AssetMark and leads the strategic vision for the firm, which encompasses curated investment and technology solutions, business consulting and operations support, and strategic acquisitions that serve the best interests of financial advisors and their investors. Natalie also serves on the Board of Directors for the CFP BoardPrior to becoming CEO, Natalie was the chief solutions officer at AssetMark, focused on bringing new products and capabilities to advisors and investors. Prior to joining AssetMark, she held several leadership positions including head of marketing for New York based asset manager, First Eagle Investment Management and head of product management and development for Pershing. She has been featured in CNBC, Barron’s, ThinkAdvisor, FA Magazine, Financial Advisor IQ, RIA Intel, and InvestmentNews. Natalie earned an MBA from University of California’s Anderson School of Management, and a BA from the University of California, Berkeley.

Year appointed: 2021