Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Kezia Samuel
Title
Vice President of Client Portfolio Management
Bio
• Kezia Samuel is Vice President of Client Portfolio Management at AssetMark. She is responsible for writing commentary on market performance and current events.
• Kezia has over 19 years’ experience and transferred to the Investment Strategies Group in 2019, joining AssetMark through the acquisition of Global Financial Private Capital (GFPC).
• Kezia served as the Chief Portfolio Strategist at GFPC for 3 years. Prior to GFPC Kezia spent 3 years as a senior portfolio strategist at Jackson National, 12 years at JPMorgan in two roles as an investment team lead for the private bank and equity derivatives trader for the investment bank.
• Kezia holds a BS in Chemistry and Computer Science from Fordham University. She holds the Chartered Alternatives Investment Analyst (CAIA) designation and is a Chartered Financial Analyst (CFA) level III candidate.
• Kezia has over 19 years’ experience and transferred to the Investment Strategies Group in 2019, joining AssetMark through the acquisition of Global Financial Private Capital (GFPC).
• Kezia served as the Chief Portfolio Strategist at GFPC for 3 years. Prior to GFPC Kezia spent 3 years as a senior portfolio strategist at Jackson National, 12 years at JPMorgan in two roles as an investment team lead for the private bank and equity derivatives trader for the investment bank.
• Kezia holds a BS in Chemistry and Computer Science from Fordham University. She holds the Chartered Alternatives Investment Analyst (CAIA) designation and is a Chartered Financial Analyst (CFA) level III candidate.
