AssetMark
David McNatt, CFA has over 25 years of experience in the financial industry. David is currently the EVP of Investment Solutions at AssetMark, where they are responsible for leading product strategy, development, and management. Prior to this role, David held various positions at Russell Investments, Charles Schwab, and Franklin Templeton. At Russell Investments, they managed the firm's smart beta index business and successfully grew the institutional channel. During their tenure at Charles Schwab, David played a key role in expanding the sub-advisory product business, launching investment management and exchange-traded fund products, and managing the firm's fixed income platform. David also led numerous change and growth initiatives across the company. At Franklin Templeton, David developed and launched global mutual funds and played a crucial role in the firm's product research and governance. Overall, David's work experience demonstrates their expertise in product development, strategy, and leadership in the financial services industry.
David McNatt, CFA completed their Bachelor of Arts in Finance with a minor in Economics at the University of South Florida in 2000. In 2012, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.
This person is not in any offices
AssetMark
3 followers
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.