David McNatt

Corporate Officer/Principal at ASSETMARK FINANCIAL HOLDINGS, INC.

51 year

Commercial Services

Consumer Services

Finance

Profile

Joel David McNatt currently holds the position of EVP, Chief Wealth Solutions & Strategy Officer at AssetMark, Inc. since 2025.
He is also Executive VP & Head-Investment Solutions at AssetMark Financial Holdings, Inc. since 2021.
Additionally, Mr. McNatt is a member of the CFA Institute and the CFA Society of San Francisco.
The education history includes an undergraduate degree from the University of South Florida.

David McNatt active positions

Companies	Position	Start
ASSETMARK FINANCIAL HOLDINGS, INC.	Corporate Officer/Principal	-
AssetMark, Inc. AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection.	Portfolio Manager-Equities	30/04/2021
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
CFA Society of San Francisco CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services	Corporate Officer/Principal	-

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Linked companies

Private companies	5
University of South Florida University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AssetMark, Inc. AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection.	Finance
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
CFA Society of San Francisco CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services	Commercial Services
AssetMark Financial Holdings, Inc. AssetMark Financial Holdings, Inc. Packaged SoftwareTechnology Services Operates as a wealth management technology platform for financial advisors	Technology Services