David McNatt, Jr. Biography and Net Worth

EVP of AssetMark Financial

David is responsible for leading AssetMark’s product and investment strategy. David’s teams are focused on identifying, delivering, and managing the investment solutions and experience required to meet evolving advisor and investor needs.

David brings more than 20 years of product and investment management experience to AssetMark. Prior to becoming EVP, Investment Solutions, David was SVP, Product Strategy and Management, which focused on developing and delivering new product solutions to AssetMark’s platform.

Prior to joining AssetMark, David was with Russell Investments responsible for investable, smart beta index product business and worked closely with strategic partners and the institutional sales organization to educate clients on the application of smart beta strategies. David also spent more than 8 years at Charles Schwab as the Managing Director of Product Strategy and Development.

David received his BA in Finance with a minor in Economics from the University of South Florida and is a member of the CFA Institute and CFA Society of San Francisco.

What is David Mcnatt McNatt, Jr.'s net worth?: The estimated net worth of David Mcnatt McNatt, Jr. is at least $2.14 million as of June 8th, 2023. Mr. McNatt, Jr. owns 60,619 shares of AssetMark Financial stock worth more than $2,136,214 as of December 22nd. This net worth evaluation does not reflect any other assets that Mr. McNatt, Jr. may own. Learn More about David Mcnatt McNatt, Jr.'s net worth.
How do I contact David Mcnatt McNatt, Jr.?: The corporate mailing address for Mr. McNatt, Jr. 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 David Mcnatt McNatt, Jr.'s contact information.
Has David Mcnatt McNatt, Jr. been buying or selling shares of AssetMark Financial?: David Mcnatt McNatt, Jr. has not been actively trading shares of AssetMark Financial during the last quarter. Most recently, Joel David Mcnatt, Jr. sold 1,456 shares of the business's stock in a transaction on Thursday, June 8th. The shares were sold at an average price of $30.04, for a transaction totalling $43,738.24. Following the completion of the sale, the executive vice president now directly owns 60,619 shares of the company's stock, valued at $1,820,994.76. Learn More on David Mcnatt McNatt, Jr.'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 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.

David Mcnatt McNatt, Jr. Insider Trading History at AssetMark Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
6/8/2023	Sell	1,456	$30.04	$43,738.24	60,619
6/9/2022	Sell	505	$20.00	$10,100.00	20,547

David Mcnatt McNatt, Jr. 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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