Honoring Inspiring Advisors


Our Community Inspiration Award acknowledges the Gold and Platinum financial advisors on our platform who are doing inspiring work to support charitable organizations in their local communities.
 

Nominations for 2020 honorees are open!

 

Nominate an Advisor 


Deadline: Nominations must be received by January 7, 2021. Honorees will be announced in February 2021

Who can nominate an advisor:

  • Advisors can nominate themselves
  • Colleagues can nominate a fellow advisor
  • AssetMark associates can nominate an advisor

Read the frequently asked questions to learn more about eligibility criteria and additional details about the program.

 

Questions? Contact us at events@assetmark.com

2019 Honorees

Chris Burgos
Cancer Support Community Delaware

Neil Cohen
Family Promise Chicago North Shore

Brian Hamel
Central Aroostook Association

Kelly Moise
Community Foundation of Greater Huntsville

Chris Vizzi
LIFT Foundation

Ken and Cindy Williams
Safe Families for Children of Southern California

IMPORTANT INFORMATION
AssetMark and third-party strategists and managers are separate and unaffiliated companies. The views expressed here are those of each respective presenter or company, and they are solely responsible for their content.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.


C20-15634 | 03/2020 | 03/31/2021