AssetMark Financial Holdings Management
How experienced are the management team and are they aligned to shareholders interests?
4.4yrs
Average management tenure
CEO
Natalie Wolfsen (52 yo)
1.83yrs
Tenure
US$5,110,589
Compensation
Ms. Natalie Grace Wolfsen serves as Chief Executive Officer and Director at AssetMark Financial Holdings, Inc. since March 3, 2021. Ms. Wolfsen previously served as Chief Solutions Officer AssetMark from...
CEO Compensation Analysis
| Date | Total Comp. | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2022 | n/a | n/a | US$90m |
| Jun 30 2022 | n/a | n/a | US$72m |
| Mar 31 2022 | n/a | n/a | US$57m |
| Dec 31 2021 | US$5m | US$507k | US$26m |
| Sep 30 2021 | n/a | n/a | US$3m |
| Jun 30 2021 | n/a | n/a | -US$198k |
| Mar 31 2021 | n/a | n/a | -US$19m |
| Dec 31 2020 | US$2m | US$400k | -US$8m |
Compensation vs Market: Natalie's total compensation ($USD5.11M) is about average for companies of similar size in the US market ($USD5.45M).
Compensation vs Earnings: Natalie's compensation has increased by more than 20% in the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.83yrs | US$5.11m | 0.45% $ 8.3m | |
| President & Chief Client Officer | 1.83yrs | US$4.50m | 0.41% $ 7.4m | |
| Executive VP | 12yrs | US$2.25m | 0.084% $ 1.5m | |
| Executive VP | 15yrs | no data | 0.12% $ 2.2m | |
| Chief Investment Officer | 0.75yr | no data | no data | |
| Executive VP & Chief Information Officer | 6yrs | no data | 0.33% $ 6.1m | |
| Head of Investor Relations | no data | no data | no data | |
| Executive VP & General Counsel | 10yrs | no data | 0.089% $ 1.6m | |
| Chief Marketing Officer | no data | no data | no data | |
| Executive Vice President of Corporate Development | no data | no data | no data | |
| Executive Vice President of Human Resources & Program Management | 2.83yrs | no data | 0.071% $ 1.3m | |
| Senior VP of Finance & Reporting | no data | no data | 0.0086% $ 157.9k |
4.4yrs
Average Tenure
52yo
Average Age
Experienced Management: AMK's management team is considered experienced (4.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.83yrs | US$5.11m | 0.45% $ 8.3m | |
| Independent Director | 2.67yrs | US$194.25k | 0.010% $ 185.5k | |
| Independent Director | 4yrs | US$214.25k | 0.0097% $ 176.5k | |
| Independent Director | 6yrs | US$204.25k | 0.069% $ 1.3m | |
| Director | 4yrs | no data | no data | |
| Director | 7yrs | no data | no data | |
| Director | 7yrs | no data | no data | |
| Chairperson of the Board | 2.75yrs | no data | no data | |
| Director | 2.58yrs | no data | no data |
4.0yrs
Average Tenure
52yo
Average Age
Experienced Board: AMK's board of directors are considered experienced (4 years average tenure).