Jerry Chafkin

Jerry Chafkin

Net worth: 670 878 $ as of 2024-03-30

65 year
Finance
Consumer Services

Profile

Jeremiah Harrison Chafkin formerly worked at Natixis Investment Managers LP, as Chief Executive Officer from 2006 to 2007, Natixis Advisors LLC, as Chief Executive Officer, AlphaSimplex Group LLC, as Portfolio Manager & Chief Executive Officer from 2012 to 2013, Deutsche Bank Trust Company Americas, as CEO-Structured Investment Management Business from 1997 to 1999, AssetMark, Inc., as EVP, Vice Chairman of Investments & CIO from 2014 to 2021, Pacific Current Group Ltd., as Non-Executive Director from 2019 to 2023, The Charles Schwab Corp., as Executive Vice President-Advised Investor Division from 2002 to 2006, Charles Schwab Investment Management, Inc., as President from 1991 to 2001, NRMA Insurance Ltd., as Secretary, Japan Bankers Trust Co., Ltd., as President from 1994 to 1996, and AssetMark Financial Holdings, Inc., as Chief Investment Officer & Executive VP from 2014 to 2021.
Mr. Chafkin received his undergraduate degree in 1981 from Yale University and Masters Business Admin degree in 1984 from Columbia Business School.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2023-11-16 100,816 ( 0.20% ) 670 878 $ 2024-03-30

Former positions of Jerry Chafkin

CompaniesPositionEnd
PACIFIC CURRENT GROUP LIMITED Director/Board Member 2023-11-16
ASSETMARK FINANCIAL HOLDINGS, INC. Chief Investment Officer 2021-06-06
Chief Executive Officer 2013-12-30
Chief Executive Officer 2006-12-31
CHARLES SCHWAB Corporate Officer/Principal 2005-12-31
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Training of Jerry Chafkin

Yale University Undergraduate Degree
Columbia Business School Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

13

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Listed companies3
CHARLES SCHWAB

Finance

PACIFIC CURRENT GROUP LIMITED

Finance

ASSETMARK FINANCIAL HOLDINGS, INC.

Finance

Private companies8

Finance

Finance

Finance

Finance

Finance

Finance

Finance

Japan Bankers Trust Co., Ltd.

Finance

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