AssetMark
Timothy James, CFA, is a seasoned finance professional currently serving as Senior Manager of Investment Product Development and Management at AssetMark since February 2022. In this role, Timothy oversees end-to-end product development, conducts research for new product proposals, and collaborates with business partners for product execution and strategic guidance. Prior to joining AssetMark, Timothy spent nearly nine years at Vanguard in various analytical roles, including Senior Fund Financial Analyst for European and American products, where responsibilities included launching a new fund accounting team and conducting comprehensive fund analyses. Timothy's finance career began at The LIFE Financial Group as an intern, complemented by a role as News Editor at The Oswegonian, showcasing strong organizational and writing skills. Timothy holds a BA/BS in Economics and Finance from the State University of New York at Oswego.
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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.