Leadership 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
President

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
Chief Growth Officer, President 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.

Johnathan Short
Chief Legal Officer

Johnathan
Short

30+ years running legal, regulatory and government affairs; former General Counsel and Corporate Secretary for Intercontinental Exchange (NYSE: ICE), a $45 billion NYSE-listed exchange group with domestic and international operations. Additional roles include Partner at McKenna Long & Aldridge LLP law firm where he specialized in mergers and acquisitions.

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.

Vidya Eashwer
Chief Technology Officer, 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.

Executive 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.

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.

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.

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).

Frank Lennox
SVP, Head of Compliance

Frank
Lennox

15+ years designing, building and testing compliance programs for high-growth Fintech organizations; former Chief Compliance Officer, Brokerage and Markets at Carta. Prior roles include Chief Compliance Officer at IEX Group, Inc.

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.

Dominic Paschel
SVP, Finance & Investor Relations

Dominic
Paschel

20+ years experience leading investor relations and corporate finance. Former SVP Finance & IR at Yext and VP, Corporate Finance and IR at Pandora. Additional Initial Public Offering (IPO) roles at SuccessFactors and Salesforce.

Board Members

Kelly Rodriques
Chief Executive Officer, Forge Global

Kelly
Rodriques

Mr. Rodriques has been Forge’s Chief Executive Officer since July 2018. Prior to Forge, Mr. Rodriques served as Chief Executive Officer of PENSCO Trust Company from March 2010 to September 2016. Since September 2016, he has been the Managing General Partner of Operative Capital, an early-stage investor in FinTech companies. Read more …

Stephen J. George
Founder, Panorama Point Partners

Stephen J.
George

Mr. George is the co-founder and has been the Managing Partner of Panorama Point Partners, LLC since its inception in January 2012. Mr. George previously was the founding Chief Investment Officer and Managing Partner of Capricorn Investment Group, LLC from 2002 to 2013. Mr. George was a Vice President at Goldman Sachs at its San Francisco office from 1995 to 1999. He earned his Bachelor of Arts degree from Cornell University in 1989. Read more …

Christoph Hansmeyer
Managing Director Pre- / Post-Trade, Deutsche Börse

Christoph
Hansmeyer

Mr. Hansmeyer has been a director of Forge since January 2020.  He has been Head of Group Strategy and M&A, as well as Chief of Staff at Deutsche Börse AG since 2018. He was previously with Allianz SE, based in Munich, Germany from 2012 until 2018, where he held positions in Group Merger & Acquisitions and in the company’s Group Strategy & Portfolio Management team. Read more …

Asiff Hirji
President, Figure

Asiff
Hirji

Mr. Hirji has served as the President of Figure Technologies, Inc. since January 2020. Mr. Hirji was a member of the board of Forge Global Inc, from November 2019 until its business combination in March 2022. From November 2017 to June 2019, Mr. Hirji served as President and COO of Coinbase, Inc. Read more …

James H. Herbert II
Founder, First Republic Bank

James H.
Herbert II

James H. Herbert II founded First Republic Bank in 1985, serving as its Chairman and CEO before being appointed Executive Chairman in 2022. Previously, Mr. Herbert was the founding Chief Executive Officer, President and a director of San Francisco Bancorp from 1980 to 1985. He also served as the Federal Reserve’s Twelfth District member of the Federal Advisory Council from 2018 to 2020. Read more …

Ashwin Kumar
Partner, Motive Partners

Ashwin
Kumar

Mr. Kumar is an industry partner at Motive Partners, which he joined in 2021. Prior to joining Motive Partners, from 2018 to 2021, Mr. Kumar was founding partner of 7RIDGE, a private markets asset manager invested in fintech and associated transformative technologies. Mr. Kumar’s extensive experience spans investment banking capital markets, investing and market infrastructure across the United States and Europe with over 30 years in the financial sector. Read more …

Blythe Masters
CEO & Director, Motive Capital Corp.

Blythe
Masters

Ms. Masters has served as the Chief Executive Officer and a director of Motive Capital Corp since 2020. Ms. Masters is an Industry Partner at Motive Partners, which she joined in 2019. Prior to joining Motive Partners, Ms. Masters served from 2015 to 2018 as the CEO of Digital Asset Holdings, the leading enterprise blockchain fintech software company responsible for the Australian Securities Exchange’s post trade infrastructure replacement project. Read more …

Kim Vogel
Director, Trico Bancshares & Tricounties Bank

Kim
Vogel

Ms. Vogel has been a director of Trico Bancshares and Tricounties Bank and a member of its Audit Committee, Cyber Risk and Information Technology Committee, and Compensation and Management Succession Committee since February 2020. She was President, Co-Founder and director of BaseVenture Investing, Inc. from 2014 to 2019, serving as Transitional President in 2019 after the company was sold to Fidelity National Information Services, Jacksonville, Florida (FIS). Read more …