AssetMark Announces 2024 Practice Excellence Award Recipients
03 Juni 2024 - 4:00PM
AssetMark (NYSE: AMK), a leading wealth management platform
for financial advisors, today announced the recipients of its 2024
Practice Excellence Awards. These awards, now in their seventh
year, recognize financial advisory firms that have made significant
achievements in the areas of operational excellence and technology
adoption at AssetMark.
This year's honorees are:
2024 Operations Excellence Award – Accuracy of Submitted
Client RequestsSharla Rountree, Jill Ruckle, KC Butcher,
Fred Apodaca, and Dylan Birkinsha, Personal Benefit Financial
(Lakewood, CO)Brian Smith, B. Riley Wealth Management (Memphis,
TN)Kevin Poulsen and Jeanie Bosen, Allegis Financial
Partners (Nampa, ID)John Stover, Focus Financial Group, LLC
(Franklin, TN)
2024 Digital Practice Award – Overall Adoption of
AssetMark Digital ToolsRick Campbell, Mark Lavallee, and
Kevin Pierro, Financial Independence, LLC (Warwick, RI)Scott Olson,
GTX Wealth (Georgetown, TX)Lee Dailey, Dailey Wealth Management
(Centennial, CO)Tyler Otto, Escape Velocity Financial Planning
(Centennial, CO)
2024 Green Planet Award – Adoption of
eDeliveryStephen Brubaker, ERSI Wealth Management
(Centennial, CO)Chris Drouin, Beyond Wealth Management Group, LLC
(New Paltz, NY)Tanya Duboue, ENT Credit Union (Colorado Springs,
CO)
"We are honored to recognize these financial advisory firms for
their adoption of AssetMark’s digital tools to perform
traditionally manual middle- and back-office functions," said
Carrie Hansen, EVP and COO of AssetMark. "By embracing technology,
these advisors were able to complete client requests faster and
more accurately than ever before. This freed up valuable time so
they could focus on what's really important – serving their
clients."
The Practice Excellence Awards were announced during the
kick-off of AssetMark's annual Customer Obsession Week, a week-long
celebration starting today through June 7, 2024. "Customer
Obsession Week is one of the year's major highlights for our
company," said Hansen. "This is a time when we bring the entire
AssetMark team together to celebrate our people, our amazing
advisors, and the incredible work they do to support their clients’
hopes, dreams, and aspirations. By recognizing these 11 award
winners for their significant achievements in the areas of
operational excellence and technology adoption, we're underscoring
how important it is for financial advisors to embrace digital tools
as a way to strengthen their own client-obsessed culture and stay
competitive."
The 2024 Practice Excellence Awards are issued by AssetMark and
recognize financial advisory firms for embracing AssetMark
technology to perform traditionally manual middle- and back-office
functions. Award recipients were selected by a panel of senior
leaders in AssetMark's Operations and Service organization.
Nominees were evaluated based on usage of our digital tools,
accuracy, and volume of work. Third-party rankings and recognitions
are no guarantee of future investment success and do not ensure
that a client or prospective client will experience a higher level
of performance or results.
About AssetMark AssetMark operates a wealth
management platform that powers independent financial advisors and
their clients. Together with our affiliates Voyant and Adhesion
Wealth, we serve advisory firms of all sizes and business models at
every stage of their journey with flexible, purpose-built solutions
that champion client engagement and drive efficiency. Our ecosystem
of solutions equips advisors with services and capabilities that
would otherwise require significant investments of time and money,
ultimately enabling them to deliver better investor outcomes and
enhance their productivity, profitability, and client
satisfaction.
Founded in 1996 and based in Concord, California, the company
has over 1,000 employees. Today, the AssetMark platform serves over
9,200 financial advisors and 257,000 investor households. As of
March 31, 2024, the company had $116.9 billion in platform
assets.
Contacts Investors:Taylor J. Hamilton, CFAHead
of Investor RelationsInvestorRelations@assetmark.com
Media:Alaina KleinmanHead of PR &
Communicationsalaina.kleinman@assetmark.com
SOURCE: AssetMark Financial Holdings, Inc.
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