Vincent Gimarelli
Vincent Gimarelli is a seasoned financial services executive with over two decades of experience in wealth management, M&A, and business development. Currently Institutional Sales and Consulting Director at AssetMark, he advises RIAs on growth strategies, deal structuring, and operational efficiency.
His prior leadership roles include Mercer Advisors, Charles Schwab, BMO, and Fred Alger Management, where he specialized in UHNW client engagement, custodial referral programs, and strategic partnerships. Vincent holds deep expertise in investment advisory services, private funds, and RIA market trends, and has led initiatives resulting in significant asset growth across the industry.