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GuidePath Tactical Allocation Svc
15.20
+0.14
+0.93%
GPTUX綜觀
你可在本頁找到深入的GuidePath® Tactical Allocation Fund Service Shares公司檔案，包括GPTUX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
2300 Contra Costa Blvd., Suite 600 Pleasant Hill, CA
Pleasant Hill,CA 94523
United States
Pleasant Hill,CA 94523
United States
電話
800-664-5345
傳真
925-521-1050
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Christian L. Chan | CIO (Chief Investment Officer) | 2022 | now |
| 自傳 | Mr. Chan is a Senior Vice President and serves as Chief Investment Officer of AssetMark. Prior to becoming AssetMark’s CIO in 2022, Mr. Chan was a Managing Director and Head of US Portfolio Management for Allspring Global Investment’s Multi-Asset Solutions team, where he managed several multi-asset mutual funds and institutional accounts from 2021 to 2022. Previously, he was Head of Investments for Wells Fargo Funds Management Group from 2002 to 2021. Mr. Chan joined Wells Capital Management in 2013, where he served as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Chan was a Portfolio Manager at Wells Fargo Funds Management, LLC, where he managed several of the firm's asset allocation mutual funds and also served as the firm's Head of Investments. Chan has served as a member of Wells Fargo Funds Management's asset allocation team and investment team since 2002. Previously, he served as a director in the Investments Department at mPower Advisors, LLC from 1999 to 2001. Chan holds the Chartered Financial Analyst designation. | ||
| Selwyn Crews | Portfolio Manager | 2020 | now |
| 自傳 | Mr. Crews is Director of Portfolio Management for AssetMark, responsible for managing specific portfolios and solutions for the firm. Mr. Crews joined the firm in 2011. Prior to 2011, Mr. Crews was a leader at Genworth Financial where he was responsible for risk oversight of mutual funds in Variable Annuity products. | ||
| David McNatt | Portfolio Manager | 2021 | 2022 |
| 自傳 | Mr. McNatt is an Executive Vice President and Head of Investment Solutions for AssetMark, and serves as Portfolio Manager for the GuidePath® Growth Allocation Fund, GuidePath® Conservative Allocation Fund, GuidePath® Tactical Allocation Fund, GuidePath® Absolute Return Allocation Fund, GuidePath® Multi-Asset Income Allocation Fund, GuidePath® Flexible Income Allocation Fund, GuidePath® Conservative Income Fund, GuidePath® Income Fund, and GuidePath® Growth and Income Fund since June of 2021. He leads the firm’s Investment Solutions Group which focuses on providing asset management excellence and ensuring the AssetMark platform provides financial advisors and their clients investment products and services that meet their evolving needs. In his capacity, Mr. McNatt oversees the four groups comprising AssetMark’s Investment division including: Platform Investment Strategy; Investment Management; Investment Service and Operations; and Product Strategy & Development. Mr. McNatt served as Senior Vice President, Product Strategy and Management from 2015 to 2021. Prior to joining AssetMark, Mr. McNatt held senior leadership roles at Russell Investments, Charles Schwab and Franklin Templeton focused on the strategy, development and management of asset management products and services. | ||
| Matthew Goff | Director | 2021 | 2022 |
| 自傳 | MATTHEW GOFF, CFA, Director of Quantitative Strategies at Savos. Mr. Goff joined Savos Investments in 2018. Previously, he was President of Perfect Capital, a company he co-founded to provide digital investment solutions for advisors and individuals. Prior to that, he led the US Equity iShares portfolio management team for BlackRock. Mr. Goff is a Chartered Financial Analyst ® , with an MBA from The Haas School of Business, UC Berkeley and a BS in Chemical Engineering from The California Institute of Technology. Matt Goff has been employed by BFA and BTC as a portfolio manager since 2008. Prior to that, Mr. Goff was a portfolio manager at US Trust from 2007 to 2008, a product manager at Iris Financial Solutions from 2006 to 2007 and a product manager at MSCI Barra from 2003 to 2006. | ||
| Jason Thomas | CEO | 2021 | 2021 |
| 自傳 | Prior to founding Portfolio Labs, Dr. Thomas was Chief Investment Officer of AssetMark with AUM over $80 billion. Before joining AssetMark, Dr. Thomas was Chief Investment Officer of Aspiriant, a leading national wealth management firm, Wilshire Associates, Goldman Sachs, and the Federal Reserve Bank of San Francisco. A Chartered Financial Analyst, Dr. Thomas earned an MBA from the Stanford University Graduate School of Business and a Ph.D. in Economics from the University of Southern California. Dr. Thomas completed both B.A. and M.A. degrees in Economics at USC in just four years. | ||
| Davin Gibbins | Senior Vice President | 2020 | 2021 |
| 自傳 | Mr. Gibbins is a Senior Vice President and serves as Chief Investment Officer of Aris, a division of AssetMark, Inc., and Portfolio Manager. Mr. Gibbins joined the firm in 2014. Previously, Mr. Gibbins was the Chief Investment Officer for Aris Corporation. Mr. Gibbins chairs the Aris Investment Committee. He specializes in quantitative portfolio management and strategic/tactical asset allocation analysis within the Investment Services Group (ISG) of Aris Wealth Services. He has more than 20 years of experience within the financial services industry, and has worked extensively in both fixed income and equity markets. Mr. Gibbins has earned the designation of Chartered Financial Analyst from the Board of Governors of the Association of Investment Management and Research, and Chartered Alternative Investment AnalystSM from the Chartered Alternative Investment Analyst Association. He is a member of the Toronto Society of Financial Analysts, the CAIA Association and an affiliate of the Market Technicians Association. Mr. Gibbins holds a bachelor’s and a master’s degree in statistics from the University of Toronto." | ||
| Natalie Wolfsen | - | 2020 | 2021 |
| 自傳 | Ms. Wolfsen is Executive Vice President and Chief Solutions Officer for AssetMark. She leads the firm's Strategy and Solutions Group which monitors the evolving needs of financial advisors and their clients to drive the development of products and services to meet those needs. Additionally, she manages AssetMark’s investment teams, overseeing strategic due diligence and the ongoing evaluation of solutions available on the platform. Ms. Wolfsen served as AssetMark’s Chief Commercialization Officer from 2014 to 2018. Prior to joining AssetMark, Ms. Wolfsen was most recently head of marketing for New York-based asset manager First Eagle Investment Management. She previously served as head of product management and development for Pershing and spent several years at Charles Schwab in product development, marketing and strategy roles. | ||
| Zoë Brunson | Portfolio Manager | 2011 | 2021 |
| 自傳 | Ms. Brunson is Senior Vice President of Investment Strategies for AssetMark. Ms. Brunson is Director of Investment Strategies for GFWM, responsible for managing specific areas of the firm’s research, due-diligence and portfolio management functions. Ms. Brunson joined the firm in 2007. Prior to 2007, Ms. Brunson was a Director at Standard & Poor’s where she led the team responsible for manager research and multi-manager portfolios. | ||
| Gary Cox | Vice President | 2015 | 2020 |
| 自傳 | Mr. Cox is Director of Portfolio Management for AssetMark . Mr. Cox joined the firm in 2008. Previously, Mr. Cox served as a Regional Consultant for AssetMark and as a Member of the Savos (GFAM) Investments. Prior to joining AssetMark, Mr. Cox was a Fixed Income Portfolio Manager at Lehman Brothers since 2003. | ||
| Jeremiah H. Chafkin | CIO (Chief Investment Officer) | 2014 | 2020 |
| 自傳 | Mr. Chafkin serves as Chief Investment Officer of AssetMark, Inc. Previously, Mr. Chafkin was a portfolio manager and CEO at AlphaSimplex Group, a liquid alternative asset management specialist. He joined AlphaSimplex in 2007 from Natixis Global Asset Management, where he served as President and CEO with responsibility for all of its affiliated managers in the United States and Asia. Prior to Natixis, Mr. Chafkin was with the Charles Schwab Corporation as a member of its Executive Committee. At Schwab, Mr. Chafkin headed the asset management and mutual fund divisions before serving as President of Schwab Advised Investing, overseeing equity research, mutual fund ratings, and all direct advisory services for retail clients. Before Schwab, Mr. Chafkin spent 15 years in senior management roles at Bankers Trust Company, most recently as CEO of Structured Investment Management and previously as COO of U.S. Asset Management, Chairman and President of Japan Bankers Trust Company, and Co-Head of Fixed Income. Mr. Chafkin earned a B.A. in Economics from Yale University and an M.B.A. in Finance from Columbia University. | ||
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