AssetMark
Keith Parker, CFA, is an accomplished investment consultant and client portfolio manager at AssetMark since January 2022. Previously, Keith served as President of the Board for the San Francisco Bond Club from 2021 to 2022 and held various board roles within the organization from 2016 to 2021. Prior experience includes roles as VP/Senior Investment Analyst at Wells Fargo from July 2013 to December 2021, and Vice President, Senior Fund Analyst/Product Specialist at HighMark Capital Management from August 2007 to June 2013. Keith began a career in finance at Charles Schwab as a Senior Analyst in the Schwab Center for Financial Research from January 2004 to August 2007. Keith holds a Bachelor of Arts in Business Economics from UC Santa Barbara.
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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.