EVP, Chief Investment Officer
Jerry is responsible for designing, enhancing and managing the company’s investment solutions framework and providing investment and market perspectives to advisors and their clients. He joined Assetmark in 2014, bringing to the firm over 25 years of financial services leadership. Previously Jerry was a portfolio manager and CEO at AlphaSimplex Group, a liquid alternative asset management specialist in Cambridge, MA. Prior to that, he was CEO at IXIS Asset Management in Boston, and spent nearly a decade at Charles Schwab in a range of leadership roles, including CEO of the asset management division.
He received a Bachelor’s degree in Economics from Yale University and holds an MBA in Finance from Columbia University.