AssetMark
Chad Azara, AIF, MBA, currently serves as the Vice President and Head of Retirement Services Sales and Strategy at AssetMark. With extensive experience in the financial services sector, Chad previously held the position of Senior Vice President of Strategic Sales Initiatives at PCS, LLC, where focus was on enhancing retirement services technology for various financial institutions. Chad also served as National Sales Director and Vice President of Sales at PCS, managing a team dedicated to providing comprehensive 401(k), 403(b), and other retirement plans. Earlier career highlights include roles at EPIC Advisors, Inc., Charles Schwab, and Wachovia, contributing to business development and client relationship management within retirement services. Chad holds a Bachelor's degree in Business Management from Baldwin Wallace University and an MBA from the University of Phoenix.
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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.