![Natalie Wolfsen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Natalie Wolfsen
Verkställande Direktör på
Orion Advisor Technology LLC
Profil
Ms. Natalie G.
Wolfsen is a Chief Executive Officer & Director at American Association of People With Disabilities, a Chief Executive Officer & Director at Orion Advisor Technology LLC, a Chief Executive Officer at Orion Advisor Solutions, Inc. and at Orion Portfolio Solutions LLC.
She is on the Board of Directors at American Association of People With Disabilities, Orion Advisor Technology LLC and Wealthsimple Financial Corp.
She is the former CEO of AssetMark and has nearly 30 years of financial services industry experience.
For over 25 years, she has served independent advisors (RIA and broker-dealer affiliated) with more than a decade of working with independent and insurance broker-dealers.
Prior to joining AssetMark in 2014, she previously held digital and investment platform development, investment solution management, strategy and marketing roles at First Eagle Investment Management, Pershing, Charles Schwab and American Express.
Ms. Wolfsen has an MBA from University of California, Los Angeles and a Bachelor of Arts degree from University of California, Berkeley.
Aktiva positioner av Natalie Wolfsen
| Företag | Position | Start |
|---|---|---|
Wealthsimple Financial Corp.
 Wealthsimple Financial Corp. Investment ManagersFinance Provides digital based investment advisory services | Direktör/Styrelseledamot | - |
American Association of People With Disabilities
 American Association of People With Disabilities American Association of People With Disabilities is based in Washington, DC. The company is involved in the latest ranking of Amazon gift voucher purchase sites. The latest information is updated once a week. Word-of-mouth is used to decide a good store, and it is ranked. Management site name is Amazon gift certificate purchase site comparison media "ama mama" with management and contact information currently private due to spam. The company was founded by John D. Kemp. Natalie Grace Wolfsen has been the CEO of the company since 2023. | Verkställande Direktör | 2023-10-15 |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Verkställande Direktör | 2023-10-10 |
Orion Advisor Solutions, Inc.
 Orion Advisor Solutions, Inc. Investment ManagersFinance Provides investment advice | Verkställande Direktör | 2023-10-01 |
Orion Portfolio Solutions LLC
 Orion Portfolio Solutions LLC Investment ManagersFinance Provides investment advice | Verkställande Direktör | 2023-10-01 |
Tidigare kända positioner av Natalie Wolfsen
| Företag | Position | Slut |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Verkställande Direktör | 2023-09-08 |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Direktör/Styrelseledamot | 2022-12-31 |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Verkställande Direktör | 2021-04-01 |
First Eagle Investment Management LLC
 First Eagle Investment Management LLC Investment ManagersFinance FEIM is a global, value-oriented investment manager that seeks to produce consistent absolute returns over the long term without regard for industry benchmarks. They conduct activist campaigns. The firm constructs well-diversified portfolios through cautious security selection with an emphasis on risk aversion. FEIM focuses on investments with a substantial margin of safety, healthy balance sheets and clear business models. They employ bottom-up security analysis that is independent of broad market conditions or industry trends and focuses on downside protection. | Försäljning & Marknadsföring | 2014-01-01 |
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Natalie Wolfsens utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
73
Första gradens relationer
14
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 14 |
|---|---|
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance FEIM is a global, value-oriented investment manager that seeks to produce consistent absolute returns over the long term without regard for industry benchmarks. They conduct activist campaigns. The firm constructs well-diversified portfolios through cautious security selection with an emphasis on risk aversion. FEIM focuses on investments with a substantial margin of safety, healthy balance sheets and clear business models. They employ bottom-up security analysis that is independent of broad market conditions or industry trends and focuses on downside protection. | Finance |
Orion Advisor Technology LLC
Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Technology Services |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Commercial Services |
American Association of People With Disabilities
American Association of People With Disabilities American Association of People With Disabilities is based in Washington, DC. The company is involved in the latest ranking of Amazon gift voucher purchase sites. The latest information is updated once a week. Word-of-mouth is used to decide a good store, and it is ranked. Management site name is Amazon gift certificate purchase site comparison media "ama mama" with management and contact information currently private due to spam. The company was founded by John D. Kemp. Natalie Grace Wolfsen has been the CEO of the company since 2023. | |
AssetMark Financial Holdings, Inc.
 AssetMark Financial Holdings, Inc. Packaged SoftwareTechnology Services Operates as a wealth management technology platform for financial advisors | Technology Services |
Wealthsimple, Inc.
 Wealthsimple, Inc. Investment ManagersFinance Wealthsimple invests client's asset in a globally diversified portfolio of low-cost index funds which aims to earn the best possible return, while optimizing their tax bill. | Finance |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Provides digital based investment advisory services | Finance |
Orion Advisor Solutions, Inc.
Orion Advisor Solutions, Inc. Investment ManagersFinance Provides investment advice | Finance |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Provides investment advice | Finance |
