Charles G. Goldman
President, Chief Executive Officer
Charles Goldman, with executive experience across a range of industries, is recognized for effectively turning around and building successful businesses through major growth initiatives, cost containment and by building world-class service organizations.
Charles is President & CEO of AssetMark, Inc., and serves on the boards of Personal Capital Corporation, the Certified Financial Planner Board of Standards and the American Mountain Guides Association. Prior to joining AssetMark, Charles was an advisor to Bain & Company, Genstar Capital, Aquiline Capital Partners, Advent International, Goldman Sachs, Raymond James, Boulder Ventures and several registered investment advisors, private equity firms and startup companies.
He was formerly President of Fidelity Investments, Custody & Clearing, where he was responsible for three of Fidelity’s businesses: National Financial, Fidelity Institutional Wealth Services and Fidelity Family Office Service. Prior to joining Fidelity, Charles held several senior roles at The Charles Schwab Corporation including membership on the firm’s executive committee, head of Schwab Institutional and head of Strategy, M&A and Venture Capital.
Charles received his BS degree in finance, magna cum laude, from the University of Southern California. He also received his MBA, with honors, in general management from the University of California, Los Angeles.