The estimated Net Worth of Charles G Goldman is at least $23.8 Million dollars as of 8 June 2020. Mr. Goldman owns over 31,182 units of Assetmark Inc stock worth over $278,079 and over the last 20 years he sold AMK stock worth over $19,421,835. In addition, he makes $4,132,050 as President, Chief Executive Officer, and Director at Assetmark Inc.
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Mr. Goldman AMK stock SEC Form 4 insiders trading
Charles has made over 21 trades of the Assetmark Inc stock since 2005, according to the Form 4 filled with the SEC. Most recently he sold 7,891 units of AMK stock worth $204,061 on 11 June 2020.
The largest trade he's ever made was selling 153,244 units of Assetmark Inc stock on 30 April 2020 worth over $3,585,910. On average, Charles trades about 29,073 units every 208 days since 2005. As of 8 June 2020 he still owns at least 7,891 units of Assetmark Inc stock.
You can see the complete history of Mr. Goldman stock trades at the bottom of the page.
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Charles Goldman biography
Charles M. B. Goldman serves as President, Chief Executive Officer, Director of the Company. Mr. Goldman has served as our President and Chief Executive Officer since 2014 and as a member of our Board of Directors since 2013. Prior to joining our company, he served as Senior Advisor at Bain & Company from 2010 to 2014 and President of Fidelity Investments, Custody & Clearing from 2009 to 2010. From 2001 to 2008, Mr. Goldman served in various senior roles at The Charles Schwab Corporation, including head of Schwab Institutional, Chief Operating Officer of Schwab Institutional and head of Strategy, M&A and Venture Capital. From 1996 to 2000, he served as President of Paramount Farms, Inc. From 1991 to 1996, Mr. Goldman was a consultant with The Boston Consulting Group, prior to which he spent two years with Bankers Trust Company. Mr. Goldman holds a B.S. degree in finance, magna cum laude, from the University of Southern California and an M.B.A. degree, with honors, from the University of California, Los Angeles.
What is the salary of Charles Goldman?
As the President, Chief Executive Officer, and Director of Assetmark Inc, the total compensation of Charles Goldman at Assetmark Inc is $4,132,050. There are no executives at Assetmark Inc getting paid more.
How old is Charles Goldman?
Charles Goldman is 58, he's been the President, Chief Executive Officer, and Director of Assetmark Inc since 2014. There are 4 older and 19 younger executives at Assetmark Inc. The oldest executive at Assetmark Financial Holdings Inc is Patricia Guinn, 65, who is the Independent Director.
What's Charles Goldman's mailing address?
Charles's mailing address filed with the SEC is C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD, CA, 94520.
Insiders trading at Assetmark Inc
Over the last 21 years, insiders at Assetmark Inc have traded over $2,020,072,871 worth of Assetmark Inc stock and bought 9,039,303 units worth $223,586,974 . The most active insiders traders include Securities Co., Ltd.Huatai ..., Corp Avx, and Charles G Goldman. On average, Assetmark Inc executives and independent directors trade stock every 41 days with the average trade being worth of $13,647,324. The most recent stock trade was executed by Securities Co., Ltd.Huatai ... on 5 September 2024, trading 50,873,799 units of AMK stock currently worth $1,793,301,415.
What does Assetmark Inc do?
assetmark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. we provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. our relentless service ethic and robust client relationship support set us apart. our offering is flexible to suit each advisor's vision for working with clients and growing their practice. assetmark, inc. has more than $36 billion in combined assets on its platform and a history of innovation spanning over 20 years. for more information, visit www.assetmark.com. disclosure: posts are not a solicitation for investment and are not intended as legal or compliance advice. individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. financial advisors should always consult with their own legal and compliance departments, regarding regulatory an
What does Assetmark Inc's logo look like?
Complete history of Mr. Goldman stock trades at Charles Schwab and Assetmark Inc
Assetmark Inc executives and stock owners
Assetmark Inc executives and other stock owners filed with the SEC include:
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Charles Goldman,
President, Chief Executive Officer, Director -
Charles George Goldman,
Consultant -
Jeremiah Chafkin,
Executive Vice President, Chief Investment Officer -
Michael Kim,
Executive Vice President, Chief Client Officer -
Jeremiah Harrison Chafkin M.B.A.,
Exec. VP, Chief Investment Officer & Vice Chairman of Investments -
H. Michael Kim,
Pres & Chief Client Officer -
Natalie Grace Wolfsen,
CEO & Director -
Patricia Guinn,
Independent Director -
Rohit Bhagat,
Independent Director -
Taylor Hamilton,
Head of Investor Relations -
Yi Zhou,
Director -
Ying Sun,
Director -
Bryan Lin,
Director -
Natalie Wolfsen,
Executive Vice President, Chief Solutions Officer -
Esi Minta-Jacobs,
Executive Vice President Project Management and Human Resources -
Ted Angus,
Executive Vice President, General Counsel -
Mukesh Mehta,
Executive Vice President, Chief Information Officer -
Carrie Hansen,
Chief Operating Officer, Executive Vice President -
Gary Zyla,
Chief Financial Officer, Executive Vice President -
Xiaoning Jiao,
Chairman of the Board -
Michael Joel Abelson C.F.A., CFA,
Exec. VP of Corp. Devel. -
Christian L. Chan C.F.A., CFA,
Chief Investment Officer -
Dr. Jason Terrance Thomas C.F.A., CFA, Ph.D.,
Chief Investment Officer -
Gary G. Zyla,
Exec. VP & CFO -
Tamara N. Bohlig,
Chief Marketing Officer -
Ted F. Angus J.D.,
Exec. VP & Gen. Counsel -
Taylor John Hamilton C.F.A.,
Head of Investor Relations -
Mukesh Mehta,
Exec. VP & Chief Information Officer -
Kian Rafia,
Sr. Managing Director of Strategic Accounts -
Carrie Ellen Hansen CPA,
Exec. VP, COO & Pres Mutual Funds -
Joseph M Velli,
Director -
John Hahn,
SVP, Finance & Reporting (PAO) -
Chester E Spence,
Director -
Stuart P Litt,
Director -
Thomas Volpe,
Director -
Dov S Bacharach,
Director -
Corp Avx,
10% owner -
Robert Grossbach,
Vice President -
O Julian Garrard,
Director -
Kathleen M Kelly,
Vice President, Administration -
William Johnson,,
Vice President, Sales -
Judah Wolf,
V.P., Thin Film Products -
Victor Insetta,
President,Director & CEO -
David B Ott,
Sr. V.P.- NY Operations -
Richard Monsorno,
Sr. Vice President, Technology -
Andrew R Perz,
Vice President, Controller -
Stephen Beyel,
Sr. Vice President, Sales -
Harrison Tarver,
Vice President, Quality -
Securities Co., Ltd.Huatai ...,
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Joel David Jr Mc Natt,
EVP, Investment Solutions