Executive Team

Kelly Rodriques
Chief Executive Officer

Kelly
Rodriques

26+ years investing in and building financial services companies; former CEO at PENSCO (acq. NASDAQ: OPB), Totality (acq. NYSE: VZ) and NOVO (acq. EPA:PUB).

Jose Cobos
Chief Operating Officer

Jose
Cobos

24+ years leading operations; former Head of Tech Capital Markets at NYSE, Head of Internet and Digital Media Investment Banking at Cowen and Piper Jaffray, and Navy SEAL Officer.

Mark Lee
Chief Financial Officer

Mark
Lee

35+ years in financial business strategy and operations; former COO PENSCO Trust Company, CFO Stanford Management Company, Group CFO Charles Schwab, additional roles Goldman Sachs, Barclays Global Investors.

Jennifer Phillips
SVP, Head of Capital Markets, President of Forge Markets

Jennifer
Phillips

20 years scaling tech in the secondary markets space; former President of SharesPost Financial Corp., additional roles Silver Lake Waterman, New Evolution Ventures, Jefferies & Co. and Merrill Lynch.

Nick Grabowski
Chief Technology Officer

Nick
Grabowski

22+ years building technology to enable growth; former CTO of SharesPost, VP of Application Architecture and R&D at Charles Schwab, tech lead at Yola.com and Ebates.

Marco Della Torre
Chief Product & Innovation Officer

Marco
Della Torre

18+ years applying technical and architectural expertise building leading technology products; former CTO and board member at Derive, tech and business development leader at Intel, co-founder at Basis (acq. NASDAQ:INTC), tech lead at BAM Labs (acq. NASDAQ:SNBR), and beyond.

Norbert Ngethe
SVP, Head of Legal

Norbert
Ngethe

13+ years in corporate law with unique transactional and structuring experience in the pre-IPO market; former corp. attorney at Mintz Levin, Skadden Arps, and others.

Megan Hanley
Chief Marketing Officer

Megan
Hanley

29+ years creating customer and enterprise value & building successful brands through marketing; former CMO at Freedom Financial Network and ShopRunner, additional leadership roles at Microsoft, Helix and Esurance.

Leadership Team

Shriram Bhashyam
SVP, Business Development

Shriram
Bhashyam

19+ years in capital markets and creating disruption in fintech; former co-founder and Chief Strategy Officer of EquityZen, Entrepreneur in Residence at Citi Ventures, securities attorney, and bond trader; TechCrunch Contributor.

Vidya Eashwer
SVP, Head of Data

Vidya
Eashwer

18+ years creating and executing innovative fintech technology strategy; former Head of Technology, Edge Systems, at Intercontinental Exchange, and Managing Director of IT at the New York Stock Exchange managing international teams.

Jason Higgins
SVP, Head of Corporate Development

Jason
Higgins

20+ years in corporate development and mergers and acquisitions; former Vice President of Corporate Development at Allscripts with leadership positions at McKesson, Blue Shield of CA and Genentech.

Patrick Hughes
SVP, Head of Business Development

Patrick
Hughes

30+ years of market expertise in asset management and investing; former President of PENSCO Trust Company with leadership positions at Franklin Templeton, BNY Mellon and Financial Engines.

Adrian Ivanov
SVP, Head of Forge Company Solutions

Adrian
Ivanov

25+ years in enterprise software sales and operations;  former founding executive team member and CCO at FinancialForce; additional senior leadership roles at Algolia, SmartRecruiters and Oracle 

Anne Mueller
SVP, Head of People

Anne
Mueller

24+ years in fintech HR leadership; former Head of Human Resources for Conifer Securities, PENSCO and mFoundry, Inc.  

Lindsay Riddell
SVP, Head of Global Communications

Lindsay
Riddell

20+ years executive and corporate communications at leading tech companies; former SVP Corporate & Executive Comms at Hotwire Global, former business journalist for San Francisco Business Times, Silicon Valley Business Journal and others.

Chris Setaro
SVP, Head of Global Risk

Chris
Setaro

25+ years in broker dealer and advisory compliance; former Global Chief Compliance Officer at SharesPost, Inc; former CCO for Nasdaq’s U.S. broker dealer subsidiaries; former CCO for Instinet.

Drew Sievers
SVP, President of Forge Trust

Drew
Sievers

30+ years investing in and building financial technology companies; former CEO and Board Chair at Harvest Savings & Wealth Technologies (acq. NYSE: ENV), Managing Partner at Operative Capital, CEO and co-founder mFoundry (acq. NYSE: FIS).

Roanne Lee
SVP, Head of Growth Marketing

Roanne
Lee

10+ years building go-to-market strategy for enterprise brands, leading growth teams across acquisition channels; former CRM, Paid Media, Analytics leader at Media.Monks (MightyHive acq. by LON:SFOR), fund of funds manager at Cintrifuse, board member at Venture for America.

Board Members

Kelly Rodriques
Chief Executive Officer, Forge Global

Kelly
Rodriques

26+ years investing in and building financial services companies; former CEO at PENSCO (acq. NASDAQ: OPB), Totality (acq. NYSE: VZ) and NOVO (acq. EPA:PUB).

Jane Atherton
Managing Director, Temasek

Jane
Atherton

25+ Years in corporate finance and financial services; Leads Temasek's financial services investing in the Americas and co-leads globally; former Managing Director of Citigroup Global Markets; Manager European Corp. Finance  Schroeders

Christoph Hansmeyer
Head of Group Strategy and M&A, Chief of Staff, Deutsche Börse

Christoph
Hansmeyer

20+ years in strategy and leadership for financial firms; former Head of Group Strategy & Portfolio, and Deputy Head of Group Merger & Acquisitions at Allianz SE, Managing Director Goldman Sachs Investment Banking Division

Eric Leupold
Executive Director, Head of Group Venture Portfolio Management, Deutsche Börse

Eric
Leupold

12+ years of experience with Deutsche Börse. Founded Deutsche Börse Venture Network and Managing Director of DB1 Ventures. Previous roles at Deutsche Börse: Head of Pre-IPO & Capital Markets and Deputy Head of New Markets.

Greg Brogger
CEO, Collective Liquidity

Greg
Brogger

20+ years founding and leading technology and fintech companies; former founder and CEO of SharesPost, President NASDAQ Private Market, Co-founder TrueCar (NASDAQ: TRUE) and Internet Brands (NASDAQ: INET)

Stephen J. George
Founder, Panorama Point Partners

Stephen J.
George

30+ years  financial and technology investing leadership; former Co-founder, Chief Investment Officer and Co-managing Partner and  Capricorn Investment Group, a $5B investment firm, and VP Goldman Sachs

Asiff Hirji
President, Figure

Asiff
Hirji

29+ years leading financial services and investment firms, operator investor and engineer; President of Figure transforming financial services through blockchain; former President and Chief Operating Officer of Coinbase;  Partner at TPG Capital, President of TDAmeritrade, Chief Restructuring Officer HPE, Advisor Andreessen Horowitz

Peilung Li
Founder and CEO, LUN Partners Group

Peilung
Li

25+ years leadership in investing and building technology companies; Former board director SBI Holdings (formerly SoftBank Investments) and Chairman SBI China, leadership roles at Daiwa Securities SMBC and Deloitte Consulting

Steve McLaughlin
Founder & CEO, FT Partners

Steve
McLaughlin

20+ years Investment banking leadership;  Founder and CEO of FT Partners, former Senior banker Goldman Sachs covering Fintech; Ranked #1 on Institutional Investor's "Most Influential Dealmakers in Fintech" report