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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 liquidated — weigh against the wins.
1 vehicle on file, newest listing first
Charles Goldman, Non-Executive Chairman of the Board and Independent Director Charles Goldman is a serving public company CEO, who took the company public in 2019. Mr. Goldman has led and grown businesses focused on the products, services and platforms utilized by financial advisors. Mr. Goldman is President, CEO and a director of AssetMark, Inc. (NYSE: AMK), a leading independent provider of innovative investment and consulting solutions serving financial advisors, and will continue in these roles until March 3, 2021. In 2019, Mr. Goldman led AssetMark through a successful IPO. Prior to joining AssetMark, Mr. Goldman was a senior advisor to Bain & Company and several private equity firms focused on the financial services space. Mr. Goldman was also President of Fidelity Investments, Custody & Clearing; EVP and Head of Schwab Institutional; President of Paramount Farms, Inc., and President of Paramount Citrus Association. Mr. Goldman currently serves on the boards of AssetMark, Inc, Mercer Advisors, Inc. and the American Mountain Guides Association.
This record is keyed to SEC CIK 0001311478 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 38 institutional-holder rows on these vehicles, under 18 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.