Concord, Calif.-based AssetMark, a turnkey asset management platform and technology provider, has appointed Phill Rogerson as senior vice president and head of the RIA channel, a newly created position.
In this role, Rogerson, who joins AssetMark after serving for six years in a similar role at Envestnet, will lead the firm’s expansion in the RIA space and will report directly to AssetMark President and CEO Michael Kim.
Rogerson will be based in Charlotte, N.C., the site of AssetMark’s newly designated East Coast hub. The company is investing $10 million and creating 252 new jobs in Charlotte. It cited that the region is home to 4,300 financial advisors as a reason for building a base there.
“We are on a strong growth trajectory, scaling in key areas and geographies to become the leading independent wealth platform for financial advisors across broker/dealer, RIA and financial institution channels,” Kim said in a statement. “The RIA channel is a critical growth driver for AssetMark, and Phill’s leadership and deep expertise will be instrumental as we execute on our strategy.”
Rogerson brings more than 30 years of experience in wealth and investment management. He most recently led the RIA channel at Envestnet. Prior to that, he spent more than 20 years at Russell Investments, serving as managing director of private client services.
“I couldn’t be more excited to join AssetMark at such a pivotal time,” Rogerson said in a statement. “The team has already made significant progress with the Adhesion and Voyant acquisitions, and with a suite of integrated services that allow RIAs to focus less on operational tasks, and more on growth and client relationships. I look forward to building on that momentum.”
In June, Envestnet named Sean Meighan as head of RIA distribution, a newly created role. He joined from Atria Wealth Solutions, where he was managing director and head of advisory services.
AssetMark’s Charlotte hub is one of our four hubs in addition to its corporate headquarters in Concord and offices in Phoenix and Chicago.
The appointment follows last week’s announcement of AssetMark adding capabilities to support the inclusion of private market assets on its platform. The functionality, which it expects to roll out in the fourth quarter, will allow advisors to invest in vetted semi-liquid private funds in a single custody account alongside other public security allocations.
In a recent episode of The WealthStack Podcast, Kim sat down with host Shannon Rosic to discuss how technology, education and private equity access are converging to redefine portfolio construction.
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