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Esi Minta-Jacobs net worth and biography
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Esi Minta-Jacobs Biography and Net Worth

EVP, Head of HR & Digital Productions of AssetMark Financial

Esi is the head of AssetMark’s Human Resources and Program Management teams. In this role, she works with the executive team and their functional leaders on the firm’s strategic initiatives. This includes developing and executing on human resource strategy to support the organization and overseeing a scalable structure for project delivery. Working across the organization, Esi drives execution and navigates challenges, ensuring the right talent and skill sets are in place to support the organization’s goals.

Esi joined AssetMark in 2005 as the Project Management Office Leader. Under her leadership the team grew as her responsibilities expanded to encompass program management across the entire organization including digital platforms, client experience operations, technology, and mergers and acquisitions. This also included managing the capital budget associated with these initiatives. Previously, Esi was an SVP at Wells Fargo overseeing international operations project delivery, and a Partner Integration Manager at Peoplesoft. She previously held management consulting roles at Grant Thornton International and PricewaterhouseCoopers (formerly Coopers & Lybrand).

Esi earned a Bachelor of Science in Business Administration with a concentration in Accounting and Management Information Systems from Northeastern University.

What is Esi Minta-Jacobs' net worth?

The estimated net worth of Esi Minta-Jacobs is at least $2.35 million as of June 10th, 2024. Ms. Minta-Jacobs owns 66,766 shares of AssetMark Financial stock worth more than $2,352,834 as of December 22nd. This net worth evaluation does not reflect any other investments that Ms. Minta-Jacobs may own. Learn More about Esi Minta-Jacobs' net worth.

How old is Esi Minta-Jacobs?

Ms. Minta-Jacobs is currently 51 years old. There are 4 older executives and no younger executives at AssetMark Financial. The oldest executive at AssetMark Financial is Mr. Mukesh Kantilal Mehta, Executive VP & Chief Information Officer, who is 57 years old. Learn More on Esi Minta-Jacobs' age.

How do I contact Esi Minta-Jacobs?

The corporate mailing address for Ms. Minta-Jacobs and other AssetMark Financial executives is 1655 GRANT STREET 10TH FLOOR, CONCORD CA, 94520. AssetMark Financial can also be reached via phone at (925) 521-2200 and via email at http://ir.assetmark.com. Learn More on Esi Minta-Jacobs' contact information.

Has Esi Minta-Jacobs been buying or selling shares of AssetMark Financial?

Esi Minta-Jacobs has not been actively trading shares of AssetMark Financial in the last ninety days. Most recently, Esi Minta-Jacobs sold 2,529 shares of the business's stock in a transaction on Monday, June 10th. The shares were sold at an average price of $34.40, for a transaction totalling $86,997.60. Following the completion of the sale, the insider now directly owns 66,766 shares of the company's stock, valued at $2,296,750.40. Learn More on Esi Minta-Jacobs' trading history.

Who are AssetMark Financial's active insiders?

AssetMark Financial's insider roster includes Ted Angus (EVP), Jeremiah Chafkin (Vice Chairman), Carrie Hansen (Exec. VP), David McNatt, Jr. (EVP), Mukesh Mehta (EVP), Esi Minta-Jacobs (EVP, Head of HR & Digital Productions), Natalie Wolfsen (CEO & Director ), and Gary Zyla (CFO). Learn More on AssetMark Financial's active insiders.

Are insiders buying or selling shares of AssetMark Financial?

In the last twelve months, insiders at the sold shares 5 times. They sold a total of 39,251 shares worth more than $1,350,234.40. The most recent insider tranaction occured on June, 10th when CFO Gary G Zyla sold 7,786 shares worth more than $267,838.40. Insiders at AssetMark Financial own 2.0% of the company. Learn More about insider trades at AssetMark Financial.

Information on this page was last updated on 6/10/2024.

Esi Minta-Jacobs Insider Trading History at AssetMark Financial

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/10/2024Sell2,529$34.40$86,997.6066,766View SEC Filing Icon  
6/3/2020Sell443$27.00$11,961.0047,202View SEC Filing Icon  
5/28/2020Sell1,000$27.03$27,030.0048,645View SEC Filing Icon  
5/26/2020Sell1,736$27.10$47,045.6055,194View SEC Filing Icon  
5/21/2020Sell2,008$27.00$54,216.0055,194View SEC Filing Icon  
See Full Table

Esi Minta-Jacobs Buying and Selling Activity at AssetMark Financial

This chart shows Esi Minta-Jacobs's buying and selling at AssetMark Financial by year and by quarter.

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AssetMark Financial Company Overview

AssetMark Financial logo
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
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Today's Range

Now: $35.24
Low: $35.24
High: $35.24

50 Day Range

MA: $35.10
Low: $34.60
High: $35.27

2 Week Range

Now: $35.24
Low: $22.92
High: $37.54

Volume

N/A

Average Volume

394,549 shs

Market Capitalization

$2.62 billion

P/E Ratio

18.45

Dividend Yield

N/A

Beta

1.1
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
From Crypto Swap Profits   |   Ad
It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.
>> Register for the Workshop Now