AssetMark Releases 2020 Charitable Giving Report and Honors Financial Advisors with Community Inspiration Award
13 April 2021 - 3:00PM
AssetMark (NYSE: AMK) today announced it has released its 2020
Charitable Giving Report, which details the more than $464,000 it
raised through corporate collaborations and through its annual
Community Inspiration Award, Summer of Service employee
volunteering program, and employee matching program to support
giving and diversity in the financial services industry and
extended communities. In 2020, AssetMark and its employees
dedicated time and money to over 200 community organizations. The
full report can be accessed here.
Among its charitable giving for 2020, AssetMark specifically
donated $60,000 to various nonprofits in honor of six financial
advisors, who received the AssetMark Community Inspiration Award.
The annual award was created by AssetMark to honor financial
advisors who work with local nonprofits to create brighter futures
and promote lasting, positive change.
This year, the company will donate $10,000 to seven award
recipient’s affiliated charities in support of the advisors’
continued commitment to local philanthropy and dedication to
uplifting their communities. This year’s honored advisors and the
designated organizations that will receive donations are:
Nominee |
Firm |
Charity |
Cindy Bryant |
Momentum Financial Partners |
Kids in Focus |
Jay Dryden |
Vector Wealth Strategies |
The Community Foundation of Greater Huntsville - Racial Equity
Fund |
Jennifer Hicks |
Purpose Planning |
Angels of America's Fallen |
David Lampe |
Mint Wealth Management |
Helping a Hero |
Barry Nelson |
Capital Financial Planners |
Gerry Frank Salem Rotary Amphitheater |
David Parsons |
Wall Street Alliance |
Phillip's Love Bears, Inc |
Robert Shelton |
Axio Wealth Management |
Cars 4 Kids Foundation |
“At AssetMark, making a difference in the lives of
advisors, their clients, and our shared communities is at the heart
of all we do,” said Gary Zyla, EVP, Chief Financial Officer at
AssetMark. “In the midst of the pandemic, we found creative ways to
give back while promoting diversity through such activities as
delivering meals to seniors, making and donating face masks, and
supporting charities that empower women, people of color, and the
LGBTQ community. We’re excited about what we accomplished in 2020
and look forward to making an even bigger difference in 2021.”
Community Inspiration Award recipients were selected by a panel
of senior executives at AssetMark who evaluated nominees based on
their ability to inspire, lead, and motivate others, in addition to
their time and effort dedicated to a local charity. The Community
Inspiration Award provides one of many opportunities for
AssetMark’s associates and advisors to nominate their colleagues
and celebrate their commitment to giving back. All honorees met
various requirements regarding their relationships with the
organizations they assist. All nonprofit recipients are qualified
501(c)(3) organizations. More information about the Community
Inspiration Award and AssetMark’s charitable giving efforts can be
found here.
About AssetMark Financial Holdings, Inc.
AssetMark is a leading provider of extensive wealth management
and technology solutions that help financial advisors meet the
ever-changing needs of their clients and businesses. Through
AssetMark, Inc., its investment adviser subsidiary registered with
the U.S. Securities and Exchange Commission, AssetMark operates a
platform that brings together fully integrated technology,
personalized and scalable service, and curated investment solutions
to support financial advisors and their businesses. For more than
20 years, AssetMark has focused on offering the solutions and
services that help financial advisors grow. AssetMark had $74
billion in platform assets as of December 31, 2020. For more
information visit assetmark.com.
Media Contact:Chris BlakeMSR Communications for
AssetMark, Inc.chris@msrcommunications.com
Source: AssetMark, Inc.
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