Scott Furumoto

Director, Investment Product Development And Management at AssetMark

Scott Furumoto, CFA has a diverse work experience spanning various roles and industries. Scott is currently employed at AssetMark as the Director of Investment Product Development and Management since March 2022. Prior to this, they served as a Senior Manager in the same department from February 2019 to March 2022.

Before joining AssetMark, Scott worked at RealtyShares as an Asset Manager from November 2015 to May 2018. In this role, they were responsible for analyzing budget variances, leading monthly board reviews, and conducting ad hoc analytics for special projects and resource allocation.

Scott also gained experience as an Equity Research Intern at JMP Group LLC from December 2014 to May 2015. Scott previously worked as an MBA Intern at RealtyShares and LinkedIn in 2014, where they focused on real estate and workplace-related projects respectively.

In addition, Scott has a background in investment analysis and real estate from their time at Edison Properties. Scott worked in this role from November 2008 to July 2013, where they evaluated the company's portfolio, prepared operational reporting, and developed financial models.

Scott's early professional experience includes working as an Acquisitions professional at AVR Realty Company, where they sourced and led investments worth $1.6 billion from June 2006 to May 2008. Scott started their career as an Analyst at Shinsei Bank from August 2002 to March 2005.

Overall, Scott Furumoto, CFA has a comprehensive and extensive work history in investment product development, asset management, equity research, real estate, and acquisitions.

Scott Furumoto, CFA holds an Master of Business Administration (M.B.A.) degree from the University of California, Berkeley, Haas School of Business, which was obtained from 2013 to 2015. Scott also holds a Bachelor of Science (BS) degree in Finance and International Business from Georgetown University. Additionally, Scott Furumoto has obtained various certifications including the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute in August 2018, and the Series 63 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA) in May 2016 and April 2016 respectively.

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San Francisco, United States

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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.