Frank Roe was Promoted as Senior Vice President, Sales and Consulting at AssetMark

Date of management change: May 14, 2023 

What Happened?

, -based AssetMark Promoted Frank Roe as Senior Vice President, Sales and Consulting

 

About the Company

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 approximately $32.4 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 and industry related topics applicable to their individual practices.

 

About the Person

Frank Roe is Senior Vice President, Sales and Consulting at AssetMark. Previously, Frank held various senior HR leadership roles in the industry.

 

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