High-net-worth investors prefer advisors who can deliver a complete approach to wealth management. Hear from strategists on our platform about the solutions and services available to attract and retain these discerning clients.
Strategist Spotlight – William Blair, Partnering with AssetMark, Inc.
Engage with strategists from the AssetMark platform, get your questions answered by industry professionals, and gain insights into investment philosophies, people, and trends behind the investments. Take advantage of this opportunity to learn firsthand about these investment solutions.
Russ Campion - Wealth Advisor, William Blaire
Shane Chareonchump - Regional Consultant, AssetMark
Brian Casey - Sr. Vice President (MD), American Funds