Taylor Hamilton

Investor Relations Contact at ASSETMARK FINANCIAL HOLDINGS, INC.

Finance

Consumer Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
Michael Kim	M	54	ASSETMARK FINANCIAL HOLDINGS, INC.	14 years
Carrie Hansen	F	53	ASSETMARK FINANCIAL HOLDINGS, INC.	24 years
Gary Zyla	M	52	ASSETMARK FINANCIAL HOLDINGS, INC.	13 years
Alaina Kleinman	F	-	ASSETMARK FINANCIAL HOLDINGS, INC.	3 years
Andre Gutierrez	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	12 years
Bryan D. Lin	M	54	ASSETMARK FINANCIAL HOLDINGS, INC.	5 years
Sun Ying	M	48	ASSETMARK FINANCIAL HOLDINGS, INC.	8 years
John Hahn	M	-	ASSETMARK FINANCIAL HOLDINGS, INC.	-
Esi Minta-Jacobs	F	51	ASSETMARK FINANCIAL HOLDINGS, INC.	19 years
Rohit Bhagat	M	60	ASSETMARK FINANCIAL HOLDINGS, INC.	7 years
Joseph Velli	M	66	ASSETMARK FINANCIAL HOLDINGS, INC.	4 years
Patricia Guinn	F	69	ASSETMARK FINANCIAL HOLDINGS, INC.	5 years
Jason Drew Levitz	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	12 years
Xiaoning Jiao	F	52	ASSETMARK FINANCIAL HOLDINGS, INC.	4 years
Lei Wang	M	51	ASSETMARK FINANCIAL HOLDINGS, INC.	4 years
Ted Angus	M	53	ASSETMARK FINANCIAL HOLDINGS, INC.	11 years
David McNatt	M	49	ASSETMARK FINANCIAL HOLDINGS, INC.	-
Karl Shepard	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	10 years
Mukesh Mehta	M	57	ASSETMARK FINANCIAL HOLDINGS, INC.	7 years
Billy Young	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	10 years
Matthew Swanson	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	11 years
Thomas J. Campbell	M	72	University of California, Berkeley	22 years
Ben Hendrix	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	11 years
Christian Chan	M	-	ASSETMARK FINANCIAL HOLDINGS, INC.	2 years
Peter D. Goodson	M	81	University of California, Berkeley	20 years
Ronald Kurtz	M	61	University of California, Berkeley	24 years
Yi Zhou	M	55	ASSETMARK FINANCIAL HOLDINGS, INC.	8 years
Kenneth Lee	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	13 years
Beth Y. Karlan	M	66	University of California, Berkeley	23 years
Nik Modi	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	11 years
Sosale Shankara Sastry	M	68	University of California, Berkeley	23 years
Corey Robert Marty	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	12 years
Eicke R. Weber	M	-	University of California, Berkeley	20 years
Jennifer Doudna	M	60	University of California, Berkeley	22 years
Stephen Feinstein	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	13 years
Zoë Brunson	F	-	ASSETMARK FINANCIAL HOLDINGS, INC.	-
Emily McLaughlin	F	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	11 years
Michael Abelson	M	-	ASSETMARK FINANCIAL HOLDINGS, INC.	30 years
Russell Miller	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	11 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Pablo Mitchell	M	-	University of California, Berkeley	5 years
Patrick Scaglia	M	70	University of California, Berkeley	15 years
Joel Drescher	M	-	University of California, Berkeley	5 years
Yi Ma	M	51	University of California, Berkeley	4 years
Liran Amrany	M	-	University of California, Berkeley	6 years
Ki-Ha Lee	M	-	University of California, Berkeley	5 years
Laura Parada	M	-	University of California, Berkeley	5 years
Ryan Stever	M	-	University of California, Berkeley	4 years
Roseanne Wincek	F	-	University of California, Berkeley	6 years
Bambang Susantono	M	60	University of California, Berkeley	3 years
J. Golub	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	4 years
Rick K. Rifenbark	M	-	University of California, Berkeley	7 years
Alvise Bonivento	M	-	University of California, Berkeley	5 years
Nickhil Jakatdar	M	-	University of California, Berkeley	4 years
Larissa B. Neumann	F	-	University of California, Berkeley	8 years
Lindsay Grenawalt	F	-	University of California, Berkeley	7 years
Thomas Pistor	M	52	University of California, Berkeley	5 years
David Bryan Rodgers	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	6 years
Manish Bangard	M	-	RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.	1 years
Ken M. Wisdom	M	-	University of California, Berkeley	2 years
Gabe Turner	M	42	University of California, Berkeley	4 years
David H. Russ	M	-	University of California, Berkeley	4 years
Alp Dayi	M	61	University of California, Berkeley	4 years
Jesse Wedler	M	-	University of California, Berkeley	3 years
Yan Li	M	45	University of California, Berkeley	4 years
Erik Dmytruk	M	-	University of California, Berkeley	4 years
Kunal Jiwarajka	M	40	University of California, Berkeley	4 years
Sean Carr	M	-	University of California, Berkeley	4 years
Jennifer Huey	F	43	University of California, Berkeley	4 years
Derrick Lee	M	-	University of California, Berkeley	4 years
Kristine Diamond	F	56	University of California, Berkeley	2 years
Greg Chang	M	44	University of California, Berkeley	4 years
Sohila Zadran	M	-	University of California, Berkeley	3 years
Rini Greenfield	F	-	University of California, Berkeley	4 years
Jennifer Young	F	-	University of California, Berkeley	3 years
Choongsoon Bae	M	-	University of California, Berkeley	4 years
Tracy Lo	F	-	University of California, Berkeley	4 years
Jake Chapman	M	-	University of California, Berkeley	4 years
Zachary J. Cohen	M	-	University of California, Berkeley	4 years
Dominic Ang	M	46	University of California, Berkeley	4 years
Julie Liu	F	-	University of California, Berkeley	2 years
Carol Tecla Christ	M	79	University of California, Berkeley	6 years
Yi Shan Li	M	59	University of California, Berkeley	2 years
James Li	M	-	University of California, Berkeley	4 years
Mary Wang	F	-	University of California, Berkeley	4 years
Linda Contreras	F	-	University of California, Berkeley	4 years
Jon S. Orban	M	55	University of California, Berkeley	4 years
Eric Varma	M	42	University of California, Berkeley	4 years
Graham H. Chynoweth	M	46	University of California, Berkeley	4 years
Jonathan Mi	M	-	University of California, Berkeley	4 years
David Danielson	M	-	University of California, Berkeley	6 years
Nathan Brostrom	M	-	University of California, Berkeley	12 years
Shelley Zhuang	M	-	University of California, Berkeley	4 years
Tsai Christine	F	-	University of California, Berkeley	4 years
Vitaly Bezrodnykh	M	-	University of California, Berkeley	2 years
Benjamin Elliot Allen	M	-	University of California, Berkeley	2 years
Jennifer Jett	F	-	University of California, Berkeley	4 years
Arjun Dev Arora	M	-	University of California, Berkeley	3 years
Jonathan Bradley Feske	M	-	University of California, Berkeley	4 years
Alex Cramer	M	-	University of California, Berkeley	4 years
Qi Jin	M	-	University of California, Berkeley	3 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections