407 North Maple Drive, Suite GRD1
Beverly Hills, CA 90210
1543 South Crest Drive
Los Angeles, CA 90035
Charles Goldman is a Member of the Board of Directors of Mercer Advisorsand Foreside. He is also chairman of FinTech Evolution Acquisition Group and a board member of the American Mountain Guides Association.
Charles is a senior advisor to Genstar Capital. Prior to joining the Genstar Senior Advisory Board, Charles was President & CEO of AssetMark, Inc., a leading independent provider of innovative investment and consulting solutions serving financial advisors. Prior to joining AssetMark, Charles was a senior advisor to Bain & Company, Genstar and several private equity firms focused on the financial services space. Charles was also President of Fidelity Investments, Custody & Clearing; EVP and head of Schwab Institutional; President of Paramount Farms, Inc., and President of Paramount Citrus Association. He has been featured in The Wall Street Journal, Barron's, Bloomberg, InvestmentNews, RIABiz, Financial Advisor magazine, Financial Advisor IQ, and WealthManagement.com.
Among other boards in the financial services industry, Mr. Goldman was Chairman of the Board of Personal Capital Corporation. He holds a Bachelor of Science degree in finance, magna cum laude, from the University of Southern California and a Master of Business Administration with honors in general management from the University of California, Los Angeles.