The right financial solutions empower people and families to meet their financial and life goals. Successful solution providers place the complexity of these solutions under the hood and excel at simplifying the discussion of the investing process to one that is client centric—focused on ...
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The right financial solutions empower people and families to meet their financial and life goals. Successful solution providers place the complexity of these solutions under the hood and excel at simplifying the discussion of the investing process to one that is client centric—focused on goals/outcomes and the path to achievement. Couple this with an engaging, easy-to-use digital experience, and one has placed icing on a cake that will surely drive commercial growth and sustainability.
As senior vice president of investment strategy and development at AssetMark, Inc., David McNatt is privileged to be a part of the firm’s advisor-centered focus—applying investment acumen, strategic focus, product development expertise and excellence in client experience to help advisors build profitable businesses by delivering outstanding outcomes for their clients.
His career has included development and launch of more than 45 products and services today representing $160B in AUM. Groundbreaking growth initiatives include (a) helping to introduce the industry’s first and largest free trade ETF platform, creating consumer value and increasing ETF adoption among advisors and self-directed clients; (b) driving product efforts to position firms and advisors toward fiduciary operating standards built on transparency and accountability; and (c) driving 3x revenue improvement in response to industrywide regulation reform.
Recent conference speaker and panelist appearances include Lendit, Money Management Institute and Inside ETFs, where topics encompass the investing opportunity in peer-to-peer lending, the continued shift to fee-based advisory and the new frontier of exchange traded funds.
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