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CONCORD, Calif., March 07, 2018 -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, today announced the six recipients of its fifth annual Community Inspiration Award, who were honored at AssetMark’s Gold Forum conference in Orlando, Florida. In recognition of the advisors’ contributions and sustained support of charitable organizations, AssetMark is donating $10,000 to a nonprofit supported by each selected honoree.
This year’s honored advisors and organizations receiving donations are:
| Advisor | Firm Name | Charitable Organization |
| Kelly Famiglietta | Charles Stephen | Domestic Violence Resource Center of New Mexico |
| Jason S. Hester | Navitas Wealth Advisors | Restoration Hope |
| Jonna D. Keller | First Security Investments, LLC | Boys & Girls Clubs of Sarasota County |
| David W. Parsons | Wall Street Alliance, Inc. | Tarpon Springs Shepherd Center |
| Jerry E. Todd, Jr. | Engage Retirement | National MPS Society |
| James W. Van Metter | James Van Metter & Associates | NAMI Westchester |
“We’re committed to empowering financial advisors to make a difference in the lives of their clients as well as in their larger communities. These six advisors stand out for their remarkable impact both within their businesses and in the world beyond,” said Charles Goldman, President and CEO of AssetMark. “It’s an honor to recognize their achievements, and we hope this award will encourage others to look for ways they can serve their communities.”
Award recipients were selected by a panel of senior AssetMark executives 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. Echoing the firm’s values of “Heart, Excellence, Integrity, and Respect,” the Community Inspiration Award provides one of many opportunities for AssetMark’s associates and advisors to connect with and promote their shared values by submitting nominations for the award. All honorees met a variety of requirements and could not hold an officer position within their associated charities. All nonprofit recipients are qualified 501(c)(3) organizations.
About AssetMark, Inc.
AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc. has more than $42 billion in combined assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow @AssetMark on Twitter.
MEDIA CONTACT:
Helen Buse, Group Gordon
[email protected]
(212) 784 5729
