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Natalie-Wolfsen,  CFP Board of Directors
Board of Directors

Natalie Wolfsen

Board Director

Natalie is the Chief Executive Officer of AssetMark. She leads the strategic vision for the firm, which encompasses its platform of curated investment and technology solutions, business consulting and operations support, and strategic acquisitions that serve the best interests of financial advisors and their investors.

Natalie also serves on the Board of Directors for CFP Board and has been featured in CNBC, Barron’s, ThinkAdvisor, FA Magazine, Financial Advisor IQ, RIA Intel, and InvestmentNews.

Previously Natalie was Chief Solutions Officer at AssetMark. Before joining the firm, she held several leadership positions including head of marketing for New York based asset manager First Eagle Investment Management, and head of product management and development for Pershing. She also spent several years at Charles Schwab in product development, marketing, and strategy roles.

Natalie earned a master’s of business administration from University of California, Los Angeles - The Anderson School of Management, and a bachelor of arts degree from the University of California, Berkeley.