David Mcnatt, Cfa Email & Phone Number

Concord, California, Us

Concord, California, Us

Lead product strategy, development, and management through double-digit growth in AUM, including team leadership and executive committee collaboration in planning around the firm’s 40+ product investment solutions and services platform. Participated in corporate vision, strategy, and board director content development following 2016 acquisition.Leadership across ten-plus firm-wide growth initiatives span new investment products, financial services program development, and international and domestic corporate strategy. Highlights include developing and launching asset management / wealth management products, steering “product line to client demand” alignment, scaling profitability through strategic rationalization, shepherding strategy and framework development for cash management business line, strategy / research on alternatives and peer-to-peer lending, and structuring products for China- and Hong Kong-domiciled investors.ALL ROLES at ASSETMARK:Senior Vice President, Investment Strategy & Development (10/17–present)Head of Corporate Strategy | SPECIAL PROJECT for the CEO (11/16–10/17)Vice President, Investment Product Management & Development (4/15–11/16)

Seattle, Wa, Us

Grew venture’s institutional channel, managing business and sales / distribution. Established business strategy for firm’s smart beta index business and collaborating with sales to drive pipeline success ($3B institutional, $1.5B in ETF new sales).

Westlake, Texas, Us

Expanded sub-advisory product business, led development and launch of investment management products, launched Schwab’s new exchange traded fund business, and managed the firm’s fixed income platform while Schwab AUM nearly doubled.Directed or served on leadership teams across twenty-plus company- and division-wide change and growth initiatives including corporate strategy and investment platform development, mutual fund product development and launch, and strategic program / initiative development of non-listed, alternative investment platform for Schwab’s independent financial advisors.ALL ROLES at SCHWAB:Managing Director, Investment Platform Product Management (1/13–1/14)Managing Director, Investment Product Strategy & Development (1/08–1/13)Senior Product Manager, Laudus Funds (1/07–1/08)

San Mateo, California, Us

Developed and launched global mutual funds, with oversight including market / investment research, product development / governance, and continual optimization across more than 200 mutual funds distributed in 33 countries. Fund activity included launches, pricing, liquidation, and strategy changes, as well as SMA design and closed-end mergers.Additionally, founded firm’s first Global Product Committee including investment, risk, operations, finance, treasury, and regional leaders. Group set vision and strategy, introduced products, modified products, approved pricing, and had oversight of firm seed capital pool.