AssetMark
Duane Whitney has a diverse work experience in the financial industry. In their most recent position at AssetMark, they serve as the Director of Quantitative Strategies. Prior to that, they worked at Allspring Global Investments as a Solutions Manager, where they developed agent-based models and utility-based approaches for glide paths and retirement income modeling. Duane also worked at Wells Fargo Asset Management as a Solutions Manager and Senior Quantitative Research Officer. Additionally, they gained experience as a Data Scientist at Dobot, where they analyzed user behavior and developed investment algorithms. Earlier in their career, they held research and advisory roles at Barclays Global Investors and BlackRock, where they conducted research, applied machine learning techniques, and worked with clients on portfolio analysis and style analysis.
Duane Whitney received their Ph.D. in Physical Chemistry from the University of Southern California, where they studied from 1984 to 1992. Prior to that, they obtained a B.S. in Biochemistry, with a minor in Mathematics, from the University of Wisconsin-River Falls. In addition to their academic degrees, Duane has also pursued further education in data analysis and Python programming through various certifications obtained from Lynda.com. In 2016, they completed courses such as "Introduction to Data Analysis with Python," "SQL Essential Training," "Design Patterns with Python," and "Python 3 Essential Training."
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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.