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Please join us in welcoming Lee Davidson, CFA, as AssetMark’s new SVP and Chief Data Officer! Lee brings a wealth of experience, most recently serving as Chief Data and Analytics Officer at Morningstar. In his new role, he will lead our efforts to harness data as a strategic advantage—unlocking new growth opportunities through advanced analytics and AI. We’re excited to have Lee on board as we continue driving innovation and delivering value to our clients! #AssetMark #Leadership #AI

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Srinivasa Bugada, CFA, CA

Data Expert - Reference, Fundamental, Securities, Fixed Income and Market Datasets.

1w

Congratulations Lee Davidson! 🎉

Henry Zelikovsky

CEO at Softlab360 | Engineering Ideas with Fintech and AI

1w

Cheers, Lee!

Joseph Lo

Head of Enterprise Platforms at Broadridge

1w

Couldn’t have happened to a better guy.

Ruairi Wiepking

Data and AI Observability

1w

Go assetmark! All the best Lee !

Peter Franco

VP of Product Management - Wealth Management Solutions at Invent.us

1w

Congratulations Lee Davidson, CFA ! The TAMP business is a great business to be in. Cheers!

Shaik Ghousuddin

Digital Transformation Consultant | ERP+ AI | SAP | Oracle | Salesforce | Microsoft 365 | Gen AI | ML | Data & Analytics | AI-Powered Software Testing | Cloud & Infra | Custom Web & Mobile App Dev | TekData | Obelus

1w

Congratulations! Lee

Amit Kumar

Corporate Management Executive; Project Management; Business Intelligence; Agile Methodology; Data Analytics/Visualization; Team Building & Training

3d

Welcome aboard! I’m excited to have you on the team.

Joules Holmes

Business Intelligence & Analytics Leader | Delivering Actionable Information, Services, and Data

1w

Congrats Lee! 🎉 Looking forward to working together.

Diana Scott Clemons

Head of Pre-Sales, Implementation, and Customer Success, Morningstar

1w

Big congratulations, Lee! So exciting and well deserved 🤩

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