AssetMark Strengthens Leadership with New Senior Vice President

AssetMark Announces Key Appointment

AssetMark, Inc., renowned for its innovative wealth management solutions for financial advisors, has made a significant executive appointment with Phill Rogerson stepping in as Senior Vice President and Head of the RIA Channel. This new role involves driving the company's growth and expanding its influence within the Registered Investment Advisor (RIA) sector. Rogerson will report directly to President and CEO, Michael Kim, as he embarks on this journey.

Strategic Hub for Expansion

In a move to enhance its market presence, AssetMark is setting up a new East Coast hub in Charlotte, North Carolina. This strategic decision comes alongside an impressive $10 million investment that is set to create 252 new jobs in the region. Charlotte has become a vital location for AssetMark, as it houses roughly 4,300 financial advisors, making it an ideal base for the company to expand its offerings and better serve clients.

Rogerson's Vision for the RIA Channel

Rogerson’s appointment is timely as AssetMark aims to bolster its RIA channel, considered one of the key growth drivers for the firm. "We are on a strong growth trajectory, scaling in key areas and geographies to become the leading independent wealth platform for financial advisors across various channels," stated Michael Kim. As the new head of the RIA Channel, Rogerson's experience is expected to play a critical role in enhancing the efficiency and growth potential of advisors.

A Passion for Making Progress

“I couldn’t be more excited to join AssetMark at such a pivotal time,” Rogerson expressed. He noted the significant advancements made with the recent Adhesion and Voyant acquisitions, which set the stage for integrating services that allow RIAs to concentrate less on operational complexities and more on client relationships and business development.

Rich Experience and Background

Rogerson comes to AssetMark with over 30 years of experience in wealth and investment management. Before this role, he successfully led the RIA Channel at Envestnet, overseeing numerous advisor relationships. His career also includes over two decades at Russell Investments as the Managing Director of Private Client Services. With a solid educational foundation, holding a B.S. in Mathematics and Computer Science from the University of Puget Sound, and an M.B.A. from the University of Washington, he is well-equipped to steer AssetMark's growth strategy.

Expanding National Footprint

Rogerson’s addition signifies a strategic milestone in AssetMark’s national growth aspirations. The company now has primary offices in Concord, Phoenix, Chicago, and Charlotte, offering a diverse range of services to financial advisors. This coast-to-coast coverage enables AssetMark to provide unparalleled support and resources to advisors wherever they operate.

About AssetMark

AssetMark operates a powerful wealth management platform dedicated to equipping advisors with essential tools and resources. Their comprehensive services, alongside partnerships with AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, empower advisors to deliver optimal results for their clients. With over 317,000 investor households relying on their services, AssetMark is a major player in wealth advisory.

Contact Information

For additional details, contact Jen Deitsch, PR and Investment Communications Lead, via email at jen.deitsch@assetmark.com.

Frequently Asked Questions

Who is the new Senior Vice President at AssetMark?

Phill Rogerson has been appointed as the Senior Vice President and Head of the RIA Channel at AssetMark.

What is the significance of the new East Coast hub in Charlotte?

The hub represents a $10 million investment aimed at creating 252 jobs and enhancing AssetMark's service capabilities to financial advisors in the region.

What growth strategy is AssetMark focusing on?

AssetMark aims to develop its RIA channel, which is essential for its growth, by offering integrated services to advisors.

What experience does Phill Rogerson bring to AssetMark?

Rogerson has over 30 years in wealth management, previously leading the RIA Channel at Envestnet.

How many investor households does AssetMark serve?

AssetMark serves over 317,000 investor households through its platform.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

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