By Christopher Robbins | March 19, 2021
Natalie Wolfsen finds herself at the nexus of change.
After Charles Goldman stepped down as CEO of Concord, Calif.-based AssetMark Financial Holdings on Feb. 23, its board of directors named Wolfsen to take his place.
Less than a week later, AssetMark, whose core business is as a turnkey asset management platform (TAMP), announced it was acquiring financial planning software provider Voyant, a transaction that promises to expand its technological and geographical scope.
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