AssetMark
Advait Kulkarni serves as the Digital Technology Officer at AssetMark since January 2023, leading initiatives in App Development, Platform Engineering, Data Engineering, and Analytics. Previously, Advait held the position of Vice President of Solution Architecture and Innovation at Skedulo, focusing on deskless productivity solutions, and prior to that served as Vice President of Digital Tech and Innovation at AssetMark, where strategic technical vision was developed in collaboration with C-level executives. Advait's extensive experience includes roles such as Chief Technology Officer at Digistic, IT Director at Cetera Financial Group, and Director at LiquidHub, overseeing innovation and delivery in emerging technologies. Educational qualifications include an MBA in Finance and IT from the University of Houston-Clear Lake, an MS in Engineering from the University of Mississippi, and a BE in Engineering from the University of Mumbai.
AssetMark
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AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.