goldengatebridge.jpeg

MEET OUR TEAM

EXECUTIVE LEADERSHIP TEAM

Rohit%20Bhagat%2012_edited.jpg

ROHIT BHAGAT

CEO

  • Deep FinTech experience: AssetMark, Flipkart / PhonePe, BGI, BCG, Capital Float, SoFi, FreeCharge

  • Previously Chairman (Asia Pacific), BlackRock; Global COO, Barclays Global Investors (BGI)

  • Senior Partner BCG (Co-Head, US Financial Services); FinTech advisory included Schwab, Intuit and Wells Fargo

  • Significant transactional experience, including sale of BGI to BlackRock and AssetMark IPO

    • Non-Executive Chairman, PhonePe

    • Independent Director, AssetMark

    • Independent Fund Trustee, Franklin Templeton

phonepe
AssetMark
blackrock
franklintempleton
bostonconsulting
barclays
flipkart_logo
 
 
MikeLatham.png

MICHAEL LATHAM

C0O

  • 20+ years at BlackRock (and predecessor firms), including serving as Global Head of iShares Exchange Traded Fund business

  • Part of executive team that launched iShares business in 2000; during his tenure iShares AuM grew to over $1 trillion and revenues grew to over $3 billion

  • In 2009, led the sale of iShares to a Private Equity firm for $4.4 billion, prior to BlackRock’s purchase of the broader business of BGI (including iShares)

  • Currently serves as an Independent Trustee and Director of the Goldman Sachs Exchange Traded Funds

blackrock
barclays
ishares
Goldman-Sachs-Logo_edited

BOARD OF DIRECTORS

 

CHARLES GOLDMAN

​NON-EXECUTIVE CHAIRMAN AND INDEPENDENT DIRECTOR
  • Previously CEO of AssetMark, leading provider of investment & consulting solutions serving financial advisors

  • Deep experience in Wealth Management / WealthTech

  • Led AssetMark’s IPO in 2019

  • Prior leadership roles include:

    • Chairman, Personal Capital

    • Director, Mercer Advisors

    • President, Fidelity Investments, Custody & Clearing

    • EVP/Head, Schwab Institutional

    • President of Paramount Farms

AssetMark
Fidelity-Logo
Personal-Capital-Logo
merceradvisors
charlesschwab

CARY GRACE

INDEPENDENT DIRECTOR

  • Previously CEO of the Retirement, Investment and Human Capital Solutions business at Aon

  • Deep experience in Insurance and Retirement

  • Scaled outsourced CIO business, growing it to over $180bn in AuM

  • Prior to Aon, was an executive at Bank of America and a predecessor to J.P. Morgan

    • Led global institutional, high net worth and consumer businesses as well as finance, investor relations and M&A functions

aon
bankofamerica2
 
Chris2_edited.jpg

CHRIS GAERTNER

INDEPENDENT DIRECTOR

  • Senior Advisor, Technology Investment Banking Group of Rothschild and Co.

  • Over 25 years of Technology Investment Banking experience including: ​

    • Vice Chairman of Technology Investment Banking Group, Rothschild and Co

    • Head of Corporate Finance, Credit Suisse Technology Group

    • Head of Technology Investment Banking, Merrill Lynch/Bank of America​

​​​

RothschildCo_Logo
bankofamericaML_edited
Credit-Suisse-Logo_edited
 

BLAKE GROSSMAN

SENIOR ADVISOR

  • Managing Partner of ThirdStream Partners, investors in venture and strategic opportunities in FinTech and Financial Services

  • Previously CEO, Barclays Global Investors (BGI) and Vice Chairman, BlackRock​​

  • Multiple successful investments, including Financial Engines, SoFi, Ripple, and Axioma

  • Prior governance roles include:

    • Chairman of Financial Engines

    • Board Member of Axioma and CamberView Partners

axioma
CamberView_Logo
FinancialEngines
thirdstream
ishares
barclays
 

JONATHAN HUBERMAN

SENIOR ADVISOR

  • Highly relevant SPAC experience

    • Closed business combination of Software Acquisition Group Inc. (SAQN)

    • Listed Software Acquisition Group II (SAII)

  • 25+ years of high-tech business leadership

  • Currently Chairman and CEO of Software Acquisition Group

  • Prior leadership roles include:

    • CEO of Ooyala

    • CEO of Syncplicity

    • CEO of Tiburon

    • CEO of Iomega Corporation

iomega
tiburon
syncplicity_logo_horiz_clr_rgb
ooyala
softwareaq