EVP, Chief Information Officer
Mukesh (Muk) is responsible for the firm's technology strategy and implementation with a specific focus on creating systems and solutions that help advisors achieve success. Additionally, he will identify and incorporate systems enhancements to improve AssetMark's service and operations capabilities that support advisors. Previously, Muk was the Chief Information and Technology Officer at Cetera Financial Group, the second-largest network of broker-dealers serving over 9,500 independent advisors. Prior to that, he was a Managing Director and Corporate CIO at TD Ameritrade and was also SVP and CIO of Schwab Institutional. Muk has been featured in Barron's, InvestmentNews, RIABiz, and Marketwired.
Muk received a Bachelor of Arts degree in Mathematics and Economics from Rutgers University and is a graduate of the Stanford Graduate School of Business Executive Program. He holds series 7, 24 and 63 licenses.