Charles Goldman

About

Charles Goldman serves as Chairman of the Board for Personal Capital. He is currently President & CEO of AssetMark, Inc. Prior to joining AssetMark, he shared his expertise in investment management services as an advisor to Bain & Company, Genstar Capital, Aquiline Capital Partners, Advent International, Goldman Sachs, Raymond James, Boulder Ventures, and several registered investment advisors. Goldman was previously president of Fidelity Investments, Custody & Clearing, where he was responsible for three of Fidelity’s businesses: National Financial, Fidelity Institutional Wealth Services, and Fidelity Family Office Service. Before that, Goldman held several senior roles at The Charles Schwab Corporation. From 1991 to 1996, Goldman was a consultant for The Boston Consulting Group. In addition to his role as Chairman of the Board at Personal Capital, Goldman serves on the boards of Mercer Advisors, Inc. and the American Mountain Guides Association. Goldman received his B.S. degree in

Investment Focus

Location

San Francisco, US