AssetMark
Manvir Chahal, CPA, is a skilled accounting professional with extensive experience in technical accounting and SEC reporting. Currently serving as Manager of Technical Accounting and SEC Reporting at AssetMark since January 2021, responsibilities include preparing consolidated financial statements and related disclosures for SEC filings in compliance with U.S. regulations. Prior experience includes roles as Assurance Senior at Moss Adams, where audit leadership and risk assessment were emphasized, and as Assurance Associate at PwC, focusing on revenue recognition and internal controls for significant SEC registrants. Manvir began in the accounting field as a summer intern at K·Coe Isom and held various positions in leadership and tutoring within academic settings, including serving as Director of VITA at Beta Alpha Psi. Manvir Chahal holds a Bachelor’s Degree in Business Administration with an option in Accounting from California State University, Chico.
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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.