Natalie Wolfsen

    Team Member Description

    Asset Management Advisor

    HOA Homeowner

    Natalie is AssetMark’s EVP of their strategy and solutions group. Previously she led marketing for First Eagle Investment Management and product management for Pershing. She spent several years at Charles Schwab in product, marketing and strategy roles. Natalie has been featured in FundFire, ThinkAdvisor, FA Magazine, Financial Advisor IQ and Benzinga. She holds an MBA from UCLA’s Anderson School of Management and a BA from the University of California, Berkeley.