Mark Lee

Chief Of Strategic Wealth Solutions at Forge Global

Prior to joining Forge, Mark was the COO/CFO at PENSCO Trust Company, a custodian specializing in alternative assets investments through retirement accounts. Prior CFO/Finance roles include CFO for the Stanford Management Company (the University’s endowment), CFO of Charles Schwab’s Capital Markets, RIA, and Asset Management Group, Goldman Sachs Equity Trading, Barclays Global Investors, and Hewlett Packard. Mark holds a B.S. in Business Administration from UC Berkeley and an MBA in Finance from the University of Chicago.

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San Francisco, United States

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Forge Global

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Forge unlocks the private markets for investors, shareholders, companies, and institutions.


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201-500

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