AssetMark appoints Michael Kim as CEO; Natalie Wolfsen departs

AssetMark Financial Holdings, Inc.

Michael Kim appointed CEO effective September 8, 2023; also joins the Board.
Natalie Wolfsen resigned as CEO and director to pursue another opportunity.
Kim previously served as President and Chief Client Officer, 13 years at AssetMark.
Board appointment unanimous; described as part of an established succession plan.
Kim steps into role after record quarter with platform assets at an all-time high.

item 5.02 item 8.01 item 9.01

Executive movements

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Appointed

Michael Kim

Chief Executive Officer

AssetMark Financial Holdings, Inc.

Effective: 2023-09-08
Filed: September 8, 2023, 7:59 PM ET

the Board of Directors of AssetMark (the “Board”) appointed Michael Kim as AssetMark’s next Chief Executive Officer.

Departed

Natalie Wolfsen

Chief Executive Officer

AssetMark Financial Holdings, Inc.

Effective: 2023-09-08
Successor: Michael Kim
Filed: September 8, 2023, 7:59 PM ET

Natalie Wolfsen gave notice of her resignation as Chief Executive Officer and director of AssetMark Financial Holdings, Inc.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Michael Kim was appointed as Chief Executive Officer at AssetMark Financial Holdings, Inc..

Action: appointed
Role: Chief Executive Officer

Exact text from the filing

the Board of Directors of AssetMark (the “Board”) appointed Michael Kim as AssetMark’s next Chief Executive Officer.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Natalie Wolfsen resigned as Chief Executive Officer at AssetMark Financial Holdings, Inc..

Action: resigned
Role: Chief Executive Officer

Exact text from the filing

Natalie Wolfsen gave notice of her resignation as Chief Executive Officer and director of AssetMark Financial Holdings, Inc.

View on SEC.gov

Source: SEC EDGAR

accession 0001591587-23-000040

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