AssetMark
Eric Smith, MBA, is an experienced financial professional with a robust background in portfolio management and operations across various financial institutions. Currently serving as a Process Analyst and previously a Portfolio Trading Analyst at AssetMark since June 2021, Eric has held significant roles at JPMorgan Chase & Co. as an Associate in Managed Accounts Portfolio Implementation and at Meeder Investment Management in multiple capacities, including Public Funds Operations Specialist. Prior experience includes positions at Citi, HealthLinx, Morgan Stanley Smith Barney, Liberty Mutual Insurance, Chase, and Huntington National Bank. Eric holds an MBA in Finance from Ashland University and a Bachelor of Science in Business and Marketing from Franklin University.
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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.