AssetMark
David Webster is a seasoned professional in corporate development and investment with extensive experience in the financial services and asset management sectors. Currently at AssetMark since April 2023, David previously served as an Investment Professional at FinTech Evolution Acquisition Group, focusing on financial technology. Prior roles include Head of Corporate and Product Development at Conning, where David led global corporate development efforts, and a consultant for the Department for International Development. Early career experiences include working as a Corporate Development Analyst at Putnam Investments and an Investment Banking Analyst at Legg Mason, where David specialized in healthcare financing. David holds an MBA from Saïd Business School, University of Oxford, and a Bachelor's Degree in Finance and Economics from Shippensburg University of Pennsylvania.
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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.