AssetMark, a leading provider of wealth management solutions for financial advisors, has appointed Phill Rogerson as Senior Vice President and Head of the RIA Channel. He will be based in Charlotte, North Carolina, which is the location of the company’s new East Coast hub.
AssetMark is investing $10 million in the new Charlotte hub and creating 252 new jobs. The move is part of the company’s national expansion strategy, which will give it a coast-to-coast presence with four main hubs.
Rogerson brings over 30 years of experience to the role, having previously led the RIA Channel at Envestnet and served as Managing Director at Russell Investments. His expertise will be used to accelerate growth in the RIA space, one of the industry’s fastest-growing segments.
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“We are on a strong growth trajectory, scaling in key areas and geographies to become the leading independent wealth platform for financial advisors across broker-dealer, RIA and financial institution channels. The RIA channel is a critical growth driver for AssetMark, and Phill’s leadership and deep expertise will be instrumental as we execute on our strategy.”
Michael Kim, President and CEO of AssetMark
“I couldn’t be more excited to join AssetMark at such a pivotal time. The team has already made significant progress with the Adhesion and Voyant acquisitions, and with a suite of integrated services that allow RIAs to focus less on operational tasks, and more on growth and client relationships. I look forward to building on that momentum.”
Phill Rogerson
