Mark Lee

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66 year

Finance

Miscellaneous

Technology Services

Profile

Mark P.
Lee formerly worked at HP, Inc., as Financial Manager from 1983 to 1987, BlackRock Funds III, as Principal from 1994 to 1996, Stanford Management Co., as Chief Financial Officer from 2005 to 2013, Charles Schwab & Co., Inc., as Group Chief Financial Officer from 1996 to 2005, Goldman Sachs & Co. LLC, as Vice President from 1987 to 1994, Stanford Management Co. (Private Equity), as Chief Financial Officer, PENSCO Co. LLC, as Chief Operating Officer, and Forge Global Holdings, Inc., as Chief Financial Officer from 2023 to 2025.
Mr. Lee received his Masters Business Admin degree in 1983 from The University of Chicago and undergraduate degree in 1981 from the University of California, Berkeley.

Former positions of Mark Lee

Companies	Position	End
FORGE GLOBAL HOLDINGS, INC.	Director of Finance/CFO	2025-01-19
PENSCO Co. LLC PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services	Chief Operating Officer	2018-07-31
Stanford Management Co. Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous SMC provides support for current university operations and preserving the endowment’s purchasing power for future generations – require an investment program that is equity-oriented and capable of generating sufficiently high long-term returns, notwithstanding occasionally volatile global economic environments. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity investments. Absolute return strategies that have a low correlation to broader markets contribute to portfolio diversification. Acknowledging the University’s long-term investment horizon, the investment strategy is designed to accept a responsible degree of illiquidity to drive incremental returns. A small portion of the Merged Pool is held in high quality fixed income and cash for liquidity purposes.	Director of Finance/CFO	2012-12-31
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Director of Finance/CFO	2004-12-31
BlackRock Funds III BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Corporate Officer/Principal	1995-12-31

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Linked companies

Private companies	10
HP, Inc. HP, Inc. Information Technology ServicesTechnology Services Operates as a technology company that sells laptops, pc desktops, printers and accessories through online	Technology Services
BlackRock Funds III BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Stanford Management Co. Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous SMC provides support for current university operations and preserving the endowment’s purchasing power for future generations – require an investment program that is equity-oriented and capable of generating sufficiently high long-term returns, notwithstanding occasionally volatile global economic environments. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity investments. Absolute return strategies that have a low correlation to broader markets contribute to portfolio diversification. Acknowledging the University’s long-term investment horizon, the investment strategy is designed to accept a responsible degree of illiquidity to drive incremental returns. A small portion of the Merged Pool is held in high quality fixed income and cash for liquidity purposes.	Miscellaneous
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanford Management Co. (Private Equity) Stanford Management Co. (Private Equity) Investment ManagersFinance Stanford Management Co. (Private Equity) invests in early stage companies located in the US. The firm targets companies operating in the fields of healthcare and technology.	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
PENSCO Co. LLC PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services	Miscellaneous
Forge Global Holdings, Inc. Forge Global Holdings, Inc. Data Processing ServicesTechnology Services Operates a financial services platform	Technology Services

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