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Listen "Unlocking Private Markets: How AssetMark Is Redefining Advisor Opportunity with Michael Kim"
Episode Synopsis
Private markets are no longer just for the ultra-wealthy. In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Michael Kim, president and CEO of AssetMark, to unpack how technology, education, and private equity access are converging to redefine portfolio construction. Michael shares AssetMark’s new direction under private ownership and how they’re demystifying alternatives for advisors.
Key highlights include:
Why the shrinking number of public companies makes private markets essential for diversification
How AssetMark’s UMA tech is streamlining private market access
What “growth is life” means for advisors—and their clients
Why tax-managed services and real-time client insights are game-changers
How AI can power the next best action, but will never replace human connection.
Resources:
Listen to WealthStack on WealthManagement.com
Subscribe and listen to WealthStack on Apple Podcasts
Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Shannon Rosic
WealthStack website
WealthManagement.com
Connect with Michael Kim:
LinkedIn: Michael Kim
Website: AssetMark
Email: [email protected]
About Our Guest:
Michael Kim is the Chief Executive Officer and President of AssetMark. With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.
Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024.
Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services. He began his career in public accounting at Coopers & Lybrand, LLC.
Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Michael Kim, president and CEO of AssetMark, to unpack how technology, education, and private equity access are converging to redefine portfolio construction. Michael shares AssetMark’s new direction under private ownership and how they’re demystifying alternatives for advisors.
Key highlights include:
Why the shrinking number of public companies makes private markets essential for diversification
How AssetMark’s UMA tech is streamlining private market access
What “growth is life” means for advisors—and their clients
Why tax-managed services and real-time client insights are game-changers
How AI can power the next best action, but will never replace human connection.
Resources:
Listen to WealthStack on WealthManagement.com
Subscribe and listen to WealthStack on Apple Podcasts
Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Shannon Rosic
WealthStack website
WealthManagement.com
Connect with Michael Kim:
LinkedIn: Michael Kim
Website: AssetMark
Email: [email protected]
About Our Guest:
Michael Kim is the Chief Executive Officer and President of AssetMark. With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.
Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024.
Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services. He began his career in public accounting at Coopers & Lybrand, LLC.
Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles.
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