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Charles Goldman
Charles Goldman
Non Executive Chair | Genstar Capital
Boulder, Colorado, United States
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.
Charles Goldman
Work Experience
Non Executive Chair at
Cerity Partners
September 2022 - Present
Board Member at
AmeriLife Marketing Group
September 2022 - Present
Executive Chair at
Orion Advisor Solutions, LLC
September 2022 - Present
Strategic Advisory Board Member at
Genstar Capital
September 2021 - Present
Board Member at
ACA Group
August 2021 - Present
Board Member at
Mercer Advisors
August 2015 - Present
Chairman at
Fintech Evolution Acquisition Group
February 2021 - January 2023
President, CEO & Director at
AssetMark
January 2014 - March 2021
Chair Of The Board Of Directors at
Personal Capital
January 2011 - July 2020
Board Member at
CFP Board
January 2011 - January 2015
Chairman of the Board at
AssetMark
September 2013 - January 2014
Senior Advisor at
Bain & Company
January 2010 - January 2014
Co-Founder at
Advizent
January 2012 - March 2013
President, Institutional Platforms at
Fidelity Investments
January 2009 - March 2010
Head at
Charles Schwab Corporation
May 2007 - December 2008
COO at
Charles Schwab Corporation
March 2005 - May 2007
Head of Strategy, M&A, Venture Capital at
Charles Schwab
May 2004 - April 2005
Head M&A and Venture Capital at
Charles Schwab
March 2002 - May 2004
Head Venture Capital at
Charles Schwab
January 2001 - March 2002
President at
Wonderful Pistachios & Almonds
January 1996 - December 2000
Manager at
THE BOSTON CONSULTING GROUP HOLDING (THAILAND) LIMITED
June 1991 - December 1996
Analyst at
Bankers Trust
June 1987 - June 1989
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
********@gencap.com
*******@orion.com
***************@assetmark.com
***************@schwab.com
Colleagues
Chairman of the Board
Managing Partner