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Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO

Myra Rothfeld also departs as Goldman sets his sights on software, service revamp

Author Brooke Southall January 13, 2014 at 4:31 PM
2 Comments
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Charles Goldman: We're not going to just toss the salad.

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September 8, 2023 at 11:58 PM

Under new owner, AssetMark names new CEO, but Michael Kim is keeping his CEO job, too -- as post-TAMP era draws near, and company gears up for 'aggressive growth'

The Concord, Calif., TAMP is adding the second CEO to jack up leadership bandwidth to grow organically and inorganically -- and evolve into a more generalized outsourcer.

September 11, 2024 at 4:12 AM

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July 4, 2024 at 2:09 AM

Morningstar's sale of TAMP's $12-billion book-of-business to AssetMark ends two-year run that fell short on growth; whether RIAs stick or flee will determine fate of deal

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