Mark Lee
Director of Finance/CFO at FORGE GLOBAL HOLDINGS, INC.
Net worth: 5 M $ as of 2024-04-29
Mark Lee active positions
Companies | Position | Start | End |
---|---|---|---|
FORGE GLOBAL HOLDINGS, INC. | Director of Finance/CFO | 2018-09-30 | - |
Comptroller/Controller/Auditor | 2018-09-30 | 2023-04-27 |
Career history of Mark Lee
Former positions of Mark Lee
Companies | Position | Start | End |
---|---|---|---|
PENSCO Trust Co.
PENSCO Trust Co. Investment Trusts/Mutual FundsMiscellaneous PENSCO Trust Co. provides custodial and administrative services. It manages retirement accounts for its clients. The firm offers its services to registered investment advisors, financial planners, investment sponsors, crowdfunding platforms, and professional service providers seeking an alternative asset custodian for their clients. The company was founded in 1989 and is headquartered in San Francisco, CA. | Chief Operating Officer | 2015-09-13 | 2018-07-31 |
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous Stanford Management Co. (SMC) is the investment office of Stanford University, a private research university headquartered in Stanford, California. The firm was founded in 1991 and invests the Endowment and other financial assets to provide long-term support to the University. SMC provides expert investment management and stewardship of the Merged Pool, which includes substantially all of Stanford’s investable endowment assets. They are overseen by a Board of Directors appointed by the University Board of Trustees. | Director of Finance/CFO | 2004-12-31 | 2012-12-31 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Director of Finance/CFO | 1995-12-31 | 2004-12-31 |
BlackRock Funds III
BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous BlackRock Funds III is an open-end management investment company, which engages in the provision of investment activities. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | 1993-12-31 | 1995-12-31 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 1986-12-31 | 1993-12-31 |
HP INC. | Director of Finance/CFO | 1982-12-31 | 1986-12-31 |
Stanford Management Co. (Private Equity)
Stanford Management Co. (Private Equity) Investment ManagersFinance Stanford Management Co. (Private Equity) is a Venture Capital firm, a subsidiary of Stanford Management Co. founded in 1991. The firm is headquartered in Stanford. | Director of Finance/CFO | 2010-11-17 | - |
Training of Mark Lee
The University of Chicago | Masters Business Admin |
University of California, Berkeley | Undergraduate Degree |
Statistics
International
United States | 11 |
Operational
Director of Finance/CFO | 5 |
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
Sectoral
Finance | 4 |
Miscellaneous | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 2 |
---|---|
FORGE GLOBAL HOLDINGS, INC. | Technology Services |
HP INC. | Electronic Technology |
Private companies | 6 |
---|---|
Stanford Management Co. (Private Equity)
Stanford Management Co. (Private Equity) Investment ManagersFinance Stanford Management Co. (Private Equity) is a Venture Capital firm, a subsidiary of Stanford Management Co. founded in 1991. The firm is headquartered in Stanford. | Finance |
PENSCO Trust Co.
PENSCO Trust Co. Investment Trusts/Mutual FundsMiscellaneous PENSCO Trust Co. provides custodial and administrative services. It manages retirement accounts for its clients. The firm offers its services to registered investment advisors, financial planners, investment sponsors, crowdfunding platforms, and professional service providers seeking an alternative asset custodian for their clients. The company was founded in 1989 and is headquartered in San Francisco, CA. | Miscellaneous |
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous Stanford Management Co. (SMC) is the investment office of Stanford University, a private research university headquartered in Stanford, California. The firm was founded in 1991 and invests the Endowment and other financial assets to provide long-term support to the University. SMC provides expert investment management and stewardship of the Merged Pool, which includes substantially all of Stanford’s investable endowment assets. They are overseen by a Board of Directors appointed by the University Board of Trustees. | Miscellaneous |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
BlackRock Funds III
BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous BlackRock Funds III is an open-end management investment company, which engages in the provision of investment activities. The company is headquartered in San Francisco, CA. | Miscellaneous |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
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