Mark Lee
Director of Finance/CFO at FORGE GLOBAL HOLDINGS, INC.
Net worth: 5 M $ as of 29/04/2024
Network origin in Mark Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
307
| Subsidiary | Investment Banks/Brokers | 307 |
The University of Chicago
230
| College/University | Other Consumer Services | 230 |
University of California, Berkeley
186
| College/University | Other Consumer Services | 186 |
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.
90
| Subsidiary | Investment Managers | 90 |
79
| Public Company | Computer Processing Hardware | 79 |
| Public Company | Data Processing Services | 26 | |
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.
17
| Subsidiary | Investment Trusts/Mutual Funds | 17 |
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.
3
| Subsidiary | Investment Trusts/Mutual Funds | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Chief Operating Officer General Counsel Chief Administrative Officer Chief Administrative Officer Sales & Marketing Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Forge Global, Inc.
 Forge Global, Inc. Internet Software/ServicesTechnology Services Forge Global, Inc. engages in the provision of online trading services. It offers access and exposure to pre-IPO companies shares and enables to sell share ownership. The company was founded by Andrea Lamari, Sohail Prasad, Samvit Ramadurgam, and Gil Silberman in 2014 and is headquartered in San Francisco, CA. | Internet Software/Services | Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Chief Operating Officer Director/Board Member Director/Board Member | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate Degree Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| DEUTSCHE BÖRSE AG | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
mFoundry, Inc.
 mFoundry, Inc. Information Technology ServicesTechnology Services mFoundry, Inc. provides mobile financial services. Its mobile banking and mobile payments solutions are based upon a market-proven platform that was designed to help their clients create deeper, more valuable relationships with their customers. The company was founded by Rodney Aiglstorfer in 2004 and is headquartered in San Francisco, CA. | Information Technology Services | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal Chief Investment Officer | |
Digital Asset Holdings LLC
 Digital Asset Holdings LLC Packaged SoftwareTechnology Services Digital Asset Holdings LLC develops and builds ledger technology solutions. It offers technology for various use cases in the areas of corporate syndicated loan, the U.S. treasury repo, private stock, foreign exchange, payment, public stock, derivative, transaction reporting, factoring, bond, and digital currency aspects. The company was founded by Sunil Gordhan Hirani and Donald Ray Wilson, Jr. in 2014 and is headquartered in New York, NY. | Packaged Software | Director/Board Member Director/Board Member | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree | |
Credit Suisse Holdings (USA), Inc.
 Credit Suisse Holdings (USA), Inc. MiscellaneousMiscellaneous Part of UBS Group AG, Credit Suisse Holdings (USA), Inc. is a company based in New York, NY. The CEO of the company is Eric Morris Varvel. | Miscellaneous | Corporate Officer/Principal Chairman | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Purdue University | College/University | Doctorate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| COWEN INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Masters Business Admin Corporate Officer/Principal | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Graduate Degree | |
| Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
Motive Capital Management LLC
 Motive Capital Management LLC Investment ManagersFinance Motive Capital Management LLC (Motive Partner) is a private equity/venture capital firm founded in 2016 by Rob Heyvaert, Mike Hayford and Stephen C. Daffron. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Operative Capital Management LLC
 Operative Capital Management LLC Investment ManagersFinance Operative Capital Management LLC (Operative Capital) is a venture capital firm founded in 2014 by Drew Sievers. The firm is headquartered in Sausalito, California. | Investment Managers | Private Equity Investor Founder | |
Equiam LLC
 Equiam LLC Investment ManagersFinance Equiam LLC (Equiam) is a private equity firm founded in 2017 by Ziad Makkawi and Najam Kidwai. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Forge Services, Inc.
 Forge Services, Inc. Miscellaneous Commercial ServicesCommercial Services IRA Services, Inc. provides accounting services. It specializes in self-directed IRA, alternative assets, traditional assets, hedge funds, real estate, private placements, private loans, precious metals, LPS and LLCs, IRA LLCs, crowdfunding, trust deeds, futures and commodities and foreign currency trading. The company was founded by Edwin Blue in 1979 and is headquartered in Sioux Falls, SD. | Miscellaneous Commercial Services | Chief Executive Officer President | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Corporate Officer/Principal | |
| C3.AI, INC. | Packaged Software | Director/Board Member Director/Board Member | |
| University of Oxford | College/University | Graduate Degree Graduate Degree | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
| Haas School of Business | College/University | Director/Board Member Director/Board Member | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
NYSE Euronext, Inc.
 NYSE Euronext, Inc. Financial ConglomeratesFinance NYSE Euronext operates financial markets and provides trading solutions. It offers an array of products and services in cash equities, futures, options, swaps, exchange-traded products, bonds, clearing operations, market data, commercial technology solutions and carbon trading, all designed to meet the evolving needs of investors, issuers, financial institutions and market participants. The company was founded by Jean-François Théodore in 2007 and is headquartered in New York, NY. | Financial Conglomerates | Chief Operating Officer Corporate Officer/Principal | |
| INTERCONTINENTAL EXCHANGE, INC. | Investment Banks/Brokers | Director/Board Member Chief Tech/Sci/R&D Officer |
Statistics
International
| United States | 48 |
| Germany | 2 |
| Switzerland | 2 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 19 |
| Technology Services | 8 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 434 |
| Corporate Officer/Principal | 241 |
| Independent Dir/Board Member | 100 |
| Undergraduate Degree | 89 |
| Chief Executive Officer | 73 |
Most connected contacts
| Insiders | |
|---|---|
| Jeffrey Horing | 64 |
| Asiff Hirji | 35 |
| Lawrence Leibowitz | 33 |
| Sing Wang | 27 |
| Blythe Masters | 26 |
| Dawn Lepore | 25 |
| Johnathan Short | 23 |
| Rob A. Newbold | 22 |
| Debra Chrapaty | 21 |
| Ping Keung Ko | 21 |
| Mike McCaffery | 21 |
| Curtis A. Glovier | 21 |
| Charles Sigal | 20 |
| Wai Cheung Tong | 20 |
| Kevin J. P. O'Hara | 19 |
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