![Michael Kim](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Michael Kim
Algemeen Directeur bij
ASSETMARK FINANCIAL HOLDINGS, INC.
Profiel
Mr. Michael Kim, CPA, is a President & Chief Executive Officer at Atria Investments, Inc., a President, Chief Executive Officer & Director at AssetMark Financial Holdings, Inc. and a Member at The American Institute of Certified Public Accountants.
He is on the Board of Directors at AssetMark Financial Holdings, Inc. He has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.
He has over 25 years of Industry experience.
Mr. Kim was previously employed as a Senior Vice President by Fidelity Investments, Inc., a Senior Vice President by Transamerica Corp., and a Senior Associate by Coopers & Lybrand Consulting, Inc.
He received his undergraduate degree from the University of California, Los Angeles.
Actieve functies van Michael Kim
| Bedrijven | Functie | Begin |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Algemeen Directeur | 08-09-2023 |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants | Corporate Officer/Principal | - |
Atria Investments, Inc.
 Atria Investments, Inc. Investment ManagersFinance Adhesion Wealth is a discretionary overlay portfolio manager (OPM) that implements the asset allocation strategy assigned to their clients by their Financial Advisor. The firm utilizes the specified strategies and models, along with proprietary analytical methodologies and proprietary tax management technology, to determine how to implement each client's accounts strategy. They employ a quantitative analytical method in the investment selection process. | Algemeen Directeur | 01-04-2025 |
Eerdere bekende functies van Michael Kim
| Bedrijven | Functie | Einde |
|---|---|---|
Fidelity Investments, Inc.
 Fidelity Investments, Inc. Financial ConglomeratesFinance Provides retail investment services | Portefeuillebeheerder-Aandelen | 01-01-2010 |
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Provides life insurance, retirement and investment services | Corporate Officer/Principal | 01-01-1998 |
Coopers & Lybrand Consulting, Inc.
 Coopers & Lybrand Consulting, Inc. Information Technology ServicesTechnology Services Provides computer software development services | Corporate Officer/Principal | 01-01-1995 |
Opleiding van Michael Kim
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
94
Eerstegraads connecties
7
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Transamerica Corp.
Transamerica Corp. Life/Health InsuranceFinance Provides life insurance, retirement and investment services | Finance |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants | Commercial Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Coopers & Lybrand Consulting, Inc.
Coopers & Lybrand Consulting, Inc. Information Technology ServicesTechnology Services Provides computer software development services | Technology Services |
Atria Investments, Inc.
Atria Investments, Inc. Investment ManagersFinance Adhesion Wealth is a discretionary overlay portfolio manager (OPM) that implements the asset allocation strategy assigned to their clients by their Financial Advisor. The firm utilizes the specified strategies and models, along with proprietary analytical methodologies and proprietary tax management technology, to determine how to implement each client's accounts strategy. They employ a quantitative analytical method in the investment selection process. | Finance |
AssetMark Financial Holdings, Inc.
 AssetMark Financial Holdings, Inc. Packaged SoftwareTechnology Services Operates as a wealth management technology platform for financial advisors | Technology Services |
Fidelity Investments, Inc.
Fidelity Investments, Inc. Financial ConglomeratesFinance Provides retail investment services | Finance |
