Our People
Business development
Often the first point of contact, our experienced,
relationship-focused business development leaders connect
client priorities with the right expertise across the firm.
Business development team
Jack B. Caldwell
Managing Director•Head of Business Development West Region
Edward Kelly
Managing Director•Head of AssetMark Distribution
Matt Roma
Managing Director•Head of Business Development Central Region
Karolina Bednarska
Senior Vice President•Business Development Officer
Kimberly Bernatz
Managing Director•Senior Relationship Manager & Head of Newport Beach office
W. Brent Currier
Managing Director•Senior Relationship Manager & Head of Dallas office
Josh Davis
Vice President•Business Development Officer
Kyle D. Edmonds
Managing Director•Business Development Officer & Head of New York office
Kevin Fearnow
Managing Director•Business Development Officer
Peter Fleming
Senior Vice President•Business Development Officer
Robert Johnson
Senior Vice President•Business Development Officer
Mark Kane
Managing Director•Business Development Officer
Joseph Koehler
Vice President•Business Development Officer
Ryan LeStrange
Senior Vice President•Business Development Officer
Brian Lopez
Managing Director•Business Development Officer
Ken McClintock
Vice President•Business Development Officer
Jessica McKane
Senior Vice President•Business Development Officer
Jamie McKnight
Vice President•Business Development Officer
Tom McNeil
Senior Vice President•Business Development Officer
David Moody
Senior Vice President•Business Development Officer
Sterling Moore
Senior Vice President•Business Development Officer
Zack Neward
Senior Vice President•Business Development Officer
Aaron Newland
Managing Director•Business Development Officer
Matthew Lohr
Associate Vice President•Business Development Analyst
