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Charles Goldman

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Charles Goldman

Non Executive Chair | Genstar Capital

Boulder, Colorado, United States

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Charles Goldman

Summary

Charles Goldman is a seasoned executive with a wealth of experience in the financial services sector, currently serving as a Board Member at multiple organizations including Cerity Partners and Orion. With a strong background in asset management, mergers, and wealth management, he has a proven track record of driving growth and operational excellence in various leadership roles. His previous positions include President and CEO of AssetMark, where he led significant business transformations, and senior advisory roles at prestigious firms like Bain & Company and Goldman Sachs. Charles holds an MBA from UCLA and a BS in Business Administration from USC, demonstrating a solid academic foundation that complements his extensive professional journey. He is particularly noted for his strategic insight and ability to foster a collaborative company culture, making him a sought-after advisor and speaker in the industry. His diverse board memberships reflect a commitment to guiding organizations through complex financial landscapes.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Charles Goldman

Work Experience

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Non Executive Chair at

Cerity Partners

September 2022 - Present

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Board Member at

AmeriLife Marketing Group

September 2022 - Present

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Executive Chair at

Orion Advisor Solutions, LLC

September 2022 - Present

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Strategic Advisory Board Member at

Genstar Capital

September 2021 - Present

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Board Member at

ACA Group

August 2021 - Present

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Board Member at

Mercer Advisors

August 2015 - Present

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Chairman at

Fintech Evolution Acquisition Group

February 2021 - January 2023

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President, CEO & Director at

AssetMark

January 2014 - March 2021

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Chair Of The Board Of Directors at

Personal Capital

January 2011 - July 2020

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Board Member at

CFP Board

January 2011 - January 2015

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Chairman of the Board at

AssetMark

September 2013 - January 2014

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Senior Advisor at

Bain & Company

January 2010 - January 2014

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Co-Founder at

Advizent

January 2012 - March 2013

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President, Institutional Platforms at

Fidelity Investments

January 2009 - March 2010

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Head at

Charles Schwab Corporation

May 2007 - December 2008

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COO at

Charles Schwab Corporation

March 2005 - May 2007

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Head of Strategy, M&A, Venture Capital at

Charles Schwab

May 2004 - April 2005

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Head M&A and Venture Capital at

Charles Schwab

March 2002 - May 2004

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Head Venture Capital at

Charles Schwab

January 2001 - March 2002

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President at

Wonderful Pistachios & Almonds

January 1996 - December 2000

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Manager at

THE BOSTON CONSULTING GROUP HOLDING (THAILAND) LIMITED

June 1991 - December 1996

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Analyst at

Bankers Trust

June 1987 - June 1989

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Charles Goldman

Education

UCLA Anderson School of Management, Mba

January 1989 - January 1991

University of Southern California, Bs

January 1985 - January 1987

Frequently Asked Questions about Charles Goldman

What is Charles Goldman email address?

Charles Goldman's primary email address is ********@gencap.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Charles Goldman work for?

Charles Goldman is a Non Executive Chair at Genstar Capital, a company specializing in Short-term business credit.

Where Charles Goldman graduated from?

Charles Goldman holds a degree in Finance, Strategy, Marketing from UCLA Anderson School of Management.

How can I directly contact Charles Goldman?

To contact Charles Goldman directly, you can use the email address ********@gencap.com. Complete contact information is available upon registration with Muraena.

Who is Charles Goldman?

Charles Goldman is a seasoned executive with a wealth of experience in the financial services sector, currently serving as a Board Member at multiple organizations including Cerity Partners and Orion. With a strong background in asset management, mergers, and wealth management, he has a proven track record of driving growth and operational excellence in various leadership roles. His previous positions include President and CEO of AssetMark, where he led significant business transformations, and senior advisory roles at prestigious firms like Bain & Company and Goldman Sachs. Charles holds an MBA from UCLA and a BS in Business Administration from USC, demonstrating a solid academic foundation that complements his extensive professional journey. He is particularly noted for his strategic insight and ability to foster a collaborative company culture, making him a sought-after advisor and speaker in the industry. His diverse board memberships reflect a commitment to guiding organizations through complex financial landscapes.

Charles`s contact details

mail

********@gencap.com

*******@orion.com

***************@assetmark.com

***************@schwab.com

Colleagues

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Lori Hardwick

Chairman of the Board

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Tom Hutton

Managing Partner

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