AssetMark
Arya G. is a skilled Portfolio Analyst at AssetMark since October 2022, specializing in portfolio analysis and management for six proprietary funds, with expertise in portfolio optimization, construction, asset allocation, and performance analysis. Additionally, Arya serves as an IMA Student Ambassador and previously worked as a Program Assistant in the Tritons Flourish Initiative at UC San Diego Health, focusing on data collection and management. Earlier experience includes a Financial Analyst role at Bharat Bijlee Ltd, handling treasury management, investment strategy, and financial modeling. Arya holds a Master’s degree in Finance from the Rady School of Management at UC San Diego and a Bachelor's degree in Accounting and Finance from the University of Mumbai.
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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.