Executive Management

As the Chairman and Group Chief Executive Officer, Lou Mouri brings over three decades of financial services experience to the role, with a track record of driving innovation, growth, and operational success.

Lou joined AssetMark following a tenure at State Street, where he served as President, Chief Operating Officer, and Head of Investment Services. In these roles, he was responsible for overseeing global investment services, managing over 30,000 employees, and leading initiatives that enhanced the firm’s technology, operations, and client outcomes. Lou is known for his commitment to building high-performance team cultures.

Before joining State Street, Lou held senior roles at BNY Mellon and co-founded Eagle Investment Systems, which was later acquired by BNY Mellon. He began his career in the early 1990s at State Street as a VP of Technology.

Michael Kim is 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.

Michael Abelson is the Executive Vice President of Corporate Development at AssetMark, where he is responsible for analyzing acquisition and growth opportunities that align with advisor and investor needs. He also leads strategic projects for the senior leadership team, ensuring alignment with the firm’s long-term goals.

Mike joined AssetMark in 1994 and has held various leadership roles at both Genworth Financial and AssetMark, with responsibilities spanning investment and product development, operations and service, project management, and business development.

Mike earned an MBA from the Marshall School of Business at the University of Southern California and holds the Chartered Financial Analyst (CFA) designation.

Ted Angus is the Executive Vice President and General Counsel at AssetMark, where he is responsible for leading the Legal and Compliance teams. In this role, Ted provides strategic legal guidance and ensures the firm’s operations align with regulatory and legal requirements.

With over 20 years of experience providing legal services to financial services companies, Ted joined AssetMark after serving as Vice President and Associate General Counsel at Charles Schwab, where he provided legal and regulatory counsel to a wide range of Schwab business units. Ted began his career at two law firms as a securities litigator, specializing in securities arbitrations, SEC investigations, and shareholder class actions, primarily representing financial services firms.

Ted earned his JD from the UC Hastings College of the Law and a Bachelor of Arts in History and Economics from UCLA.

Heather Gille is the Chief People Officer (CPO) at AssetMark. In this role, Heather leads the company’s human resources strategy, focusing on talent acquisition, employee engagement, performance management, and fostering a strong organizational culture. She works closely with the executive team to align HR initiatives with the company’s business objectives, driving a high-performance culture that fosters collaboration, growth, and innovation.

Heather brings over 20 years of HR leadership experience to AssetMark, having most recently served as Chief People Officer at Grammarly. She also has held senior leadership positions at Certinia, Glu Mobile, McKesson, and Gap Inc., where she led HR transformations that supported company growth, including successful exits and expansions. Heather's expertise in integrating people strategies with business goals, improving employee engagement, and building high-performance cultures is key as AssetMark scales and executes its growth and innovation strategy.

Heather earned a Bachelor of Science in Finance and a Certificate in the Retail Management Program from Santa Clara University.

Carrie Hansen is the Executive Vice President and Chief Operating Officer at AssetMark, where she leads the firm’s service and operations functions, including advisor service, trade operations, new business, account operations, and reporting. In addition, Carrie oversees all custodial relationships, including AssetMark Trust Company, where she serves as Chairman of the Board. She is also responsible for managing the integration strategy and execution process, ensuring that AssetMark and its acquired entities perform and operate together seamlessly to maximize enterprise value.

Carrie also serves as President and Chairman of the Board of AssetMark’s proprietary mutual fund family, overseeing three fund trusts comprising 15 mutual funds for which AssetMark serves as adviser. Additionally, she is the President of AssetMark’s proprietary broker-dealer, AssetMark Brokerage, LLC.

Carrie joined AssetMark in 2000 and has held several key leadership roles, including Chief Financial Officer, Chief Compliance Officer, and Chief Information Officer. Before joining AssetMark, she worked at Barclays Global Investors, where she led the Investment Operations Group in the Tokyo, Japan office. Carrie also spent several years as an audit manager at Coopers & Lybrand, LLC (now PwC).

Carrie earned a Bachelor of Science in Business Administration from the University of California, Berkeley. She is a member of the American Institute of Certified Public Accountants and holds Series 6 and 26 licenses.

Mukesh (Muk) Mehta is the Executive Vice President and Chief Information Officer, Infrastructure & Tech Enablement at AssetMark, where he is responsible for leading the firm’s technology and digital strategy. In this role, Muk’s teams implement systems and solutions that empower advisors to achieve success, while also identifying and incorporating system enhancements to improve AssetMark's technology and operational capabilities in order to better support advisors and investors. He oversees Security, Infrastructure, Infrastructure & Data Testing Services, Data Strategy, and Enterprise Architecture.

Prior to joining AssetMark, Muk was the Chief Information and Technology Officer at Cetera Financial Group. He also served as Managing Director and Corporate CIO at TD Ameritrade and as Senior Vice President and CIO of Schwab Institutional.

Muk earned a Bachelor of Arts degree in Mathematics and Economics from Rutgers University and is a graduate of the Stanford Graduate School of Business Executive Program. He holds Series 7, 24, and 63 licenses.

Esi Minta-Jacobs is the Executive Vice President and Chief Administrative Officer (CAO) at AssetMark. In this role, Esi is focused on executing long-term strategic goals that align with the organization’s vision, implementing policies to support the firm’s objectives, and guiding senior management and administrative staff. She leads initiatives aimed at improving organizational efficiency and plays a key role in building relationships with key stakeholders, including board members, investors, and external partners. 

Esi joined AssetMark in 2015 as the Project Management Office Leader. Under her leadership, the team grew, and her responsibilities expanded to encompass program management across the entire organization, including digital platforms, client experience operations, technology, and mergers and acquisitions. She later became the head of AssetMark’s Human Resources and Digital Product Solutions teams, working with the executive team and functional leaders on the firm’s strategic initiatives.

Previously, Esi was an SVP at Wells Fargo, overseeing international operations strategic planning and program delivery, and a Partner Integration Manager at Peoplesoft. She has also held management consulting roles at Grant Thornton International and PricewaterhouseCoopers (formerly Coopers & Lybrand). 

Esi earned a Bachelor of Science in Business Administration with a concentration in Accounting and Management Information Systems from Northeastern University.

David McNatt is the Executive Vice President and Chief Wealth Solutions and Strategy Officer at AssetMark. In this role, David is responsible for leading the Corporate Strategy team and overseeing the teams that provide clients and advisors with a comprehensive range of wealth management solutions. His work ensures that AssetMark’s offerings, which have significantly expanded over the years, meet the diverse financial needs of clients. These solutions span Investments, Custodial Services, Trading as a Service, Retirement, and Advanced Planning.

David joined AssetMark with over 20 years of experience in product and investment management. Prior to his current role, he served as the Senior Vice President of Product Strategy and Management, where he focused on the development and delivery of new product solutions to AssetMark’s platform. Before joining AssetMark, David was with Russell Investments, where he was responsible for the smart beta index product business and collaborated closely with strategic partners and the institutional sales organization to educate clients on the application of smart beta strategies. David also spent more than eight years at Charles Schwab as the Managing Director of Product Strategy and Development.

David earned a Bachelor of Arts in Finance with a minor in Economics from the University of South Florida. He is a member of the CFA Institute and the CFA Society of San Francisco.

Alex Pape is the Chief Technology and Product Officer (CTO) and Executive Vice President at AssetMark. In this role, Alex oversees critical areas including Application Development & Testing, Products (Technology and Operations), Project Management, and Adhesion. Alex plays a pivotal role in driving the company’s technology and product strategy, delivering advanced solutions designed to empower financial advisors.

Alex brings extensive experience in technology and product development, having most recently served as the Global Head of Product for BlackRock’s Aladdin Wealth Tech Business. His leadership in productization and technology solutions supports AssetMark’s strategic goals, particularly as the firm continues to scale and innovate. Alex’s deep expertise in leveraging data analytics and technology to create personalized portfolio management solutions will be crucial as AssetMark strengthens its technology and product offerings to meet the evolving needs of financial advisors.

Alex earned a Bachelor of Science in Finance and International Business from Georgetown University’s McDonough School of Business.

Gary Zyla is the Executive Vice President and Chief Financial Officer at AssetMark, where he is responsible for corporate finance areas, including Financial Planning & Analysis, Accounting, Business Intelligence, Budget & Expense Management, and Financial Reporting. In addition to leading the Finance organization, Gary also oversees the Marketing, Events, and Communications functions.

Gary joined AssetMark in 2011 as CFO, where he has built a world-class finance team and played a key role in major milestones, including the company’s 2013 leveraged buyout, its 2016 sale to HTSC, and its 2019 initial public offering. In addition to his work in finance, Gary also led Human Resources at AssetMark for seven years.

Prior to joining AssetMark, Gary held roles at Genworth Financial in both the Corporate and U.S. Life Insurance segments, where he led the Capital Management team and served as Vice President of Financial Planning and Analysis. Before Genworth, Gary worked as an actuary and financial analyst in New York and Washington, DC.

Gary earned an MBA in Finance from the University of Maryland Robert H. Smith School of Business and a Bachelor’s degree in Math and History from the State University of New York at Binghamton.