EVP, Chief Client Officer
Michael is responsible for AssetMark's Client Development Group. He oversees the sales and marketing teams, sales strategy and operations, and strategic accounts. Michael looks for innovative and strategic ways to expand the reach of our engagements with existing and prospective advisors.
Michael has over 25 years of experience working with financial advisors in various capacities. Prior to joining AssetMark, Michael was a Senior Vice President at Fidelity Investments, responsible for Sales Management, Relationship Management and Practice Management. Michael started his professional career at Coopers & Lybrand, LLC.
Michael is a member of American Institute of Certified Public Accountants, and received his BA in Economics from UCLA.