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Jeremiah H. Chafkin net worth and biography

Jeremiah Chafkin Biography and Net Worth

Vice Chairman of AssetMark Financial

Jeremiah H. Chafkin serves as Independent Non-Executive Director of the Company. Mr. Chafkin is a very experienced executive with more than 30 years of financial services leadership in the asset management sector, primarily in North America. Currently, Jerry is Executive Vice President and Chief Investment Officer of AssetMark, Inc. an independent provider of investment and consulting solutions for financial advisors, with responsibility for designing, enhancing and managing AssetMark’s investment solutions framework and providing investment and market perspectives to advisors and their clients. Previously, Jerry was CEO at AlphaSimplex Group, a liquid alternatives and active volatility management specialist. Prior to that, he was CEO at IXIS Asset Management US, and spent nearly a decade at Charles Schwab in a range of leadership roles. Jerry began his career at Bankers Trust Company where he spent almost 15 years in a variety of asset management roles working with institutional clients in the US and abroad.

What is Jeremiah H. Chafkin's net worth?: The estimated net worth of Jeremiah H. Chafkin is at least $14.42 million as of December 7th, 2020. Mr. Chafkin owns 409,181 shares of AssetMark Financial stock worth more than $14,419,538 as of November 24th. This net worth estimate does not reflect any other assets that Mr. Chafkin may own. Learn More about Jeremiah H. Chafkin's net worth.
How do I contact Jeremiah H. Chafkin?: The corporate mailing address for Mr. Chafkin 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 Jeremiah H. Chafkin's contact information.
Has Jeremiah H. Chafkin been buying or selling shares of AssetMark Financial?: Jeremiah H. Chafkin has not been actively trading shares of AssetMark Financial during the last ninety days. Most recently, Jeremiah H. Chafkin sold 34,654 shares of the business's stock in a transaction on Monday, September 13th. The shares were sold at an average price of $26.08, for a transaction totalling $903,776.32. Learn More on Jeremiah H. Chafkin's 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 6 times. They sold a total of 50,751 shares worth more than $1,651,304.40. 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.

Jeremiah H. Chafkin Insider Trading History at AssetMark Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/13/2021	Sell	34,654	$26.08	$903,776.32
8/11/2021	Sell	50,000	$26.55	$1,327,500.00
12/7/2020	Sell	10,931	$24.43	$267,044.33	409,181
12/2/2020	Sell	6,007	$23.85	$143,266.95	444,149
11/30/2020	Sell	15,119	$23.88	$361,041.72	444,149
11/18/2020	Sell	13,223	$24.60	$325,285.80	472,491
11/16/2020	Sell	13,223	$24.78	$327,665.94	472,491
11/3/2020	Sell	7,933	$23.00	$182,459.00	485,714
10/14/2020	Sell	7,934	$23.00	$182,482.00	497,120
9/1/2020	Sell	7,934	$24.10	$191,209.40	501,581
6/1/2020	Sell	7,934	$25.68	$203,745.12	523,494
5/1/2020	Sell	7,934	$23.41	$185,734.94	528,628
3/2/2020	Sell	3,905	$25.77	$100,631.85	550,230

Jeremiah H. Chafkin Buying and Selling Activity at AssetMark Financial

AssetMark Financial Company Overview

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.

Today's Range

Now: $35.24

$35.24

50 Day Range

MA: $35.10

$34.60

$35.27

2 Week Range

Now: $35.24

$22.92

$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

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