AssetMark
John Koval has a strong background in compliance and operations. John started their career at The Capital Group Companies as an Accounting/Operations professional from 1994 to 2000. John then moved to Cliffwood Partners LLC, where they held the role of Chief Compliance Officer/Director of Finance & Operations from 2004 to 2009. After that, they joined SEAL Capital, Inc. as the Chief Operating Officer in 2009. John then transitioned to Genworth Financial Wealth Management, where they worked as a Senior Compliance Officer from 2011 to 2012, before being promoted to Chief Compliance Officer for Mutual Funds from 2012 to 2013. Finally, they joined AssetMark as the Chief Compliance Officer for Mutual Funds in 2013, where they currently hold the position.
John Koval earned their Bachelor of Arts degree in Business Administration with a focus on Accounting from California State University, Fullerton. John attended the university from 1995 to 1999.
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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.