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29 representing $160 billion in assets. In his new role, McNatt will oversee four main groups for AssetMark including: Product Strategy & Development; Platform Investment Strategy; Investment Management; and Investment Service and Operations. McNatt's team will be focused on delivering the investment solutions and experience required to meet evolving advisor and investor needs. "I am pleased to add David as the newest member of our executive team," AssetMark CEO Natalie Wolfsen said. "David's wealth of experience, and extensive knowledge of AssetMark's business, our advisors' investment needs and industry trends, make him a natural fit for this new role which is focused on investment innovation and growth for the firm. Putting our investment and product teams under one umbrella will allow for greater synergy between these areas. is is an exciting time for AssetMark, and we look forward to David leading our investment team as we serve our mission to make a difference in the lives of advisors and investors." In his new role, McNatt will continue to lead the Product Management Team and will also oversee Investment Management and Strategy. AssetMark's new Chief Investment Officer Jason omas, Ph.D., will report to McNatt leading the Investment Management Team responsible for all AssetMark managed investment solutions and ongoing strategy research and development. omas is replacing current AssetMark CIO Jerry Chafkin who will be retiring this fall. Chief Investment Strategist, Zoe Brunson, CFA, will also report to McNatt leading the Platform Investment Strategy Team responsible for due diligence, investment consulting and quantitative research. "Putting our investment and product teams under one umbrella will allow for greater synergy between these areas. ... we look forward to David [McNatt] leading our investment team as we serve our mission to make a difference in the lives of advisors and investors." —Natalie Wolfsen, CEO, AssetMark Movers & Shakers Tuesday, September 21, 2021 Submit your nomination for a deserving woman by July 14. Nominate a Colleague for the 2021 Women in Housing Leadership Awards Honoring excellence among women executives within the mortgage industry, these awards will be presented during the annual Five Star Conference and Expo on Tuesday, September 21, 2021, at the Hyatt Regency in Dallas, Texas. To submit your nominations, please visit: www.surveymonkey.com/r/WIH2021 across this year's categories: RISING STAR EXECUTIVE EXCELLENCE IN LEADERSHIP EXCELLENCE IN MENTORSHIP DIVERSITY & INCLUSION CHAMPION LAURIE MAGGIANO EXECUTIVE OF THE YEAR Submissions will be accepted up through July 14, 2021.