Phill Rogerson

Head of RIA Business at AssetMark Inc.

Speaker

Phill Rogerson is the Senior Vice President and Head of the RIA Channel at AssetMark. In this role, he leads the firm's strategic expansion within the Registered Investment Advisor (RIA) space. Phill brings over 30 years of industry experience to his position. He is a CFA® Charterholder with more than 20 years of credentialed expertise and a strong passion for supporting advisors. His prior experience includes leading the RIA channel at a prominent financial technology firm, where he was responsible for advisor relationships and the delivery of technology and investment solutions. Before that, he spent over two decades in a leadership role at a major investment firm, overseeing business lines that served financial advisors.He holds a B.S. in Mathematics and Computer Science from the University of Puget Sound and an M.B.A. from the University of Washington.