Assetmark Financial Holdings, Inc.
SEC CIK 1591587 · AMK · last insider filing 2024-09-06
Directors (from insider filings)
| Name | Capacity as filed | Filings |
|---|---|---|
| Velli Joseph M | Director | filed 2020 - 2024 |
| Guinn Patricia Lynn | Director | filed 2019 - 2024 |
| Bhagat Rohit | Director | filed 2019 - 2024 |
| Kim Michael | Director · President & CCO | filed 2019 - 2024 |
| Wolfsen Natalie Grace | Director · EVP, Chief Solutions Officer | filed 2019 - 2023 |
| Goldman Charles G | Director · President and CEO | filed 2019 - 2020 |
| Wang Lei | Director | filed 2020 - 2020 |
| Jiao Xiaoning | Director | filed 2020 - 2020 |
| Liu Xiaodan | Director | filed 2019 - 2019 |
| Lin Bryan | Director | filed 2019 - 2019 |
| Zhou Yi | Director | filed 2019 - 2019 |
| Sun Ying | Director | filed 2019 - 2019 |
Officers (from insider filings)
| Name | Title as filed | Filings |
|---|---|---|
| Angus Ted F. | EVP, General Counsel | filed 2019 - 2024 |
| Hansen Carrie E. | EVP, Chief Operating Officer | filed 2019 - 2024 |
| Mehta Mukesh | EVP, Chief Information Officer | filed 2019 - 2024 |
| Zyla Gary G. | EVP, Chief Financial Officer | filed 2019 - 2024 |
| Minta-Jacobs Esi | HR & Digital Product Solutions | filed 2020 - 2024 |
| Mcnatt Joel David JR | EVP, Investment Solutions | filed 2021 - 2024 |
| Hahn John | SVP, Finance & Reporting (PAO) | filed 2022 - 2022 |
| Chafkin Jeremiah H | Vice Chairman | filed 2019 - 2021 |
About this record
From the SEC's insider-transaction filings (Forms 3, 4 and 5). Every reporting director and officer carries a Commission-assigned identifier (CIK), so these footprints are identifier-verified - no name matching involved. Insiders file when they transact, so dates are filing dates: "last filed" never means "served until". This layer is not yet joined to the nonprofit register - identity joins ship only after independent review.
Source: SEC Insider Transactions Data Sets (Forms 3/4/5), US Federal Government public domain.