Find your path to Charles
407 people in our graph share verified history with Charles — schools, employers, funds. One of them is your warm intro.
David PhuunlockedCharles: together at AssetMark (2013–2014)
×4Charles: together at Bankers Trust
×4Charles: together at Fidelity Investments
Charles: together at AssetMark
About
Charles Goldman serves as Chairperson of the Board at First Eagle Investments, Executive Chair of Orion Advisor Solutions, and Chair of Cerity Partners, and holds board director positions at Mercer Advisor, ACA Global, and AmeriLife. His earlier career included roles as President and CEO of AssetMark, Inc., President of Fidelity Investments' Custody & Clearing division, head of Schwab Institutional, and President of both Paramount Farms, Inc. and Paramount Citrus Association. Goldman holds a Bachelor of Science in finance from the University of Southern California and an MBA in general management from the University of California, Los Angeles.
Manager at AssetMark
Intro paths
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In turn, Charles can intro founders to AssetMark's investors below.
AssetMark's investors · 2
Experience
- First Eagle InvestmentsChairperson of the Boardcurrent2025 — present
- Genstar CapitalStrategic Advisory Board Membercurrent2021 — present
- OrionExecutive Chaircurrent2022 — present
- AmeriLife Marketing GroupBoard Membercurrent2022 — present
- Cerity PartnersNon Executive Chaircurrent2022 — present
- ACA GroupBoard Membercurrent2021 — present
- Mercer AdvisorsBoard Membercurrent2015 — present
- FinTech Evolution Acquisition GroupChairman2021 — 2023
- AssetMarkPresident, CEO & Director2014 — 2021Concord, CA
- AssetMarkChairman of the Board2013 — 2014Pleasant Hill, CA
- Personal CapitalChair Of The Board Of Directors2011 — 2020
- CFP BoardBoard Member2011 — 2015Washington DC-Baltimore Area
- Bain & CompanySenior Advisor2010 — 2014
- AdvizentCo-Founder2012 — 2013Boulder, CO
- Fidelity InvestmentsPresident, Institutional Platforms2009 — 2010
- Schwab InstitutionalHead2007 — 2008
- Schwab InstitutionalCOO2005 — 2007
- Charles SchwabHead of Strategy, M&A, Venture Capital2004 — 2005
- Charles SchwabHead M&A and Venture Capital2002 — 2004
- Charles SchwabHead Venture Capital2001 — 2002
- Paramount FarmsPresident1996 — 2000
- The Boston Consulting GroupManager1991 — 1996
- Bankers TrustAnalyst1987 — 1989
Skills & more
Mergers18Wealth Management53Asset Management63
From Charles's professional profile.
Network6
Elad GilScout
Solo general partner investing through Gil Capital
Alison DavisScout
Managing Partner at Blockchain Coinvestors AngelList Syndicate
Avichal GargScout
General Partner at Electric Capital
C.J. FitzgeraldScout
Investor at Summit Partners
Daniel Loeb
Founder & CEO at Third Point Ventures
Robert Leshner
Partner at Robot Ventures
Investors connected to Charles in public investor directories — a warm-intro map.
Frequently asked questions
- Who is Charles Goldman?
- Charles Goldman serves as Chairperson of the Board at First Eagle Investments, Executive Chair of Orion Advisor Solutions, and Chair of Cerity Partners, and holds board director positions at Mercer Advisor, ACA Global, and AmeriLife. His earlier career included roles as President and CEO of AssetMark, Inc., President of Fidelity Investments' Custody & Clearing division, head of Schwab Institutional, and President of both Paramount Farms, Inc. and Paramount Citrus Association. Goldman holds a Bachelor of Science in finance from the University of Southern California and an MBA in general management from the University of California, Los Angeles.
- Where does Charles Goldman work?
- Charles Goldman is Manager at AssetMark.
- What check size does Charles Goldman write?
- Charles Goldman typically writes checks of $5K – $50K.
- Where did Charles Goldman go to school?
- Charles Goldman studied at UCLA Anderson School of Management (MBA, Finance); University of Southern California (BS, Business Administration).
Same school
Also attended UCLA Anderson School of Management419
David Clark GuillermoInvestments at Impact America FundDana MoralyPartner; Chief Financial & Administrative Officer at March Capital PartnersJed LeidheiserPartner at March Capital PartnersShahin FarshchiPartner at Lux CapitalMonica PlazaOperating Partner at CapitalGJennifer SavagePartner at Illuminate Ventures
+ 413 more
Also attended University of Southern California968
Shaun MaguirePartner at Sequoia CapitalMarc BenioffCo-founder, Chair & CEO of SalesforceGabriel PereyraCo-founder & President of HarveyDamir BecirovicInvestor at Index VenturesVojtech HornaInvestor at Index VenturesNatalie VaisInvestor at Spark Capital
+ 962 more
Shared employers
Also worked at First Eagle Investments5
Also worked at Personal Capital8
Jay ReinemannGeneral Partner at Propel Venture PartnersDavid MortGeneral Partner at Propel Venture PartnersPaul DesmaraisIII, Co-Founder and Chairman at DiagramMarina LevinsonAdvisory Partner at Benhamou Global VenturesRob ForeggerBoard of Directors at Vermont Center for Emerging Technologies (VCET)Jim FeuilleVenture Partner at Crosslink Capital
+ 2 more
Also worked at Fidelity Investments241
Peter SaperstonePartner at GreycroftRob KniazInvestor at Hoxton VenturesHelen ClementInvestor at IVP (Institutional Venture Partners)Adiam BerhaneAccounting Manager at QED InvestorsAubrie PaganoGeneral Partner, Managing Member at Corigin VenturesJoanna Skoler GilmanChief Marketing and Communications Officer at .406 Ventures
+ 235 more
Also worked at Charles Schwab56
Andy ChuDirector of Tax at CapitalGSusan LiangDirector, Finance at Fin CapitalBrad StraderTalent Partner at A.Capital VenturesElena GomezPresident & CFO, Toast at Operator CollectiveJeff FlemingSenior Operations Associate at Blue Bear Capital PartnersBenjamin JuniorDirector, Infrastructure Software (Bright Ventures) at Bright Pixel Capital
+ 50 more