Savos Investments, a division of AssetMark, Inc., provides advisors and their clients with risk managed, multi-asset portfolios and strategies to meet a wide variety of investment goals. Our team understands the unique challenges and opportunities of wealth management, which is why advisors rely on us to help guide their asset management approach. As of December 31, 2019, Savos’ assets under management totaled approximately $5.4 billion.

Savos Executive Team

Informed by decades of financial services experience, our leadership team works together to develop products and craft solutions to serve you and your clients.

Jason Thomas, PhD, CFA

Chief Executive Officer & Chief Investment Officer

Jason is responsible for leadership and oversight of the Savos investment platform and strategic direction of the division.

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Hilarie C. Green, CFA

Chief Operating Officer

Hilarie is responsible for the implementation of the Savos investment platform, including business management, finance and accounting, information technology, regulatory compliance, and marketing. More

Matthew Goff, CFA

Director, Quantitative Strategies

Matthew is responsible for designing and implementing systematic investment strategies for the Savos investment platform. More

Adam Gebler, CIMA

Head of Sales

Adam is responsible for the distribution of Savos solutions to financial advisors and their clients on the AssetMark platform. More

Faith Chaffee

Senior Portfolio Specialist (West)

Faith is responsible for communicating the strategies and activities of the Savos investment management team to key centers of influence.

John Buchanan

Senior Portfolio Specialist (East)

John is responsible for communicating the strategies and activities of the Savos investment management team to key centers of influence.

Careers at Savos

Our growing division provides opportunities in investment research, portfolio management, trading, and more. Take your career to the next level with Savos Investments.

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