Zoe Brunson Email

Chief Investment Strategist . AssetMark

Current Roles

Employees:
1098
Revenue:
$497.6M
About
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 $47.5 billion in combined assets on its platform and a history of innovation spanning more than 20 years. For more information, visit 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 and industry related topics applicable to their individual practices.
AssetMark Address
1655 Grant Street
Concord, CA
United States
AssetMark Email

Past Companies

AssetMarkChief Investment Strategist
AssetMarkSenior Vice President, Investment Strategies
Standard & Poor'sDirector

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