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Charles Smead

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Charles Smead

Managing Director, Co-Head of Marketplace | Forge

San Francisco, California, United States

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Charles Smead

Summary

Charles Smead is a seasoned finance professional with a robust background in investment banking and public relations, currently serving as Managing Director and Co-head of Marketplace at Forge in San Francisco. He holds a Bachelor of Science in Business Administration with a Finance major and minors in Mathematics and Chinese from the University of Richmond. Charles has demonstrated his leadership capabilities as President of the Portfolio Management Group and as a Value Fund Manager in a student-managed investment fund. His extensive experience includes roles at Sharespost and BMO Capital Markets, where he excelled in equity research and institutional sales. A former varsity volleyball captain, Charles is not only a numbers expert but also possesses a deep understanding of cross-cultural communication, having immersed himself in Mandarin during his time in China. His diverse skill set ranges from financial analysis to technical trading, making him a valuable asset in the financial services sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Charles Smead

Work Experience

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Managing Director, Co-Head of Marketplace at

Forge

February 2024 - Present

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Co-head of Marketplace at

Forge

August 2021 - March 2024

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Senior Director, Head of Marketplace, Private Securities Group at

SharesPost (Acquired by Forge Global)

January 2021 - August 2021

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Director, Head of Marketplace, Private Securities Group at

SharesPost (Acquired by Forge Global)

July 2020 - January 2021

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Director, Private Securities Group at

SharesPost (Acquired by Forge Global)

January 2019 - July 2020

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Vice President, Private Securities Group at

SharesPost (Acquired by Forge Global)

January 2018 - February 2019

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Associate, Private Securities Group at

SharesPost (Acquired by Forge Global)

August 2016 - December 2017

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Executive at

Macquarie Group

April 2015 - June 2016

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Institutional Equity at

BMO Capital Markets

July 2013 - March 2015

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Rotational Analyst at

BMO Capital Markets

July 2011 - July 2013

💼

Waiter and Chef at

Feng Tse Hot Pot

June 2011 - July 2011

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Student Trainee at

HSBC

June 2010 - August 2010

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Intern at

Iig Trade Finance Llc

June 2009 - August 2009

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Intern at

Fleishman-Hillard Inc.

July 2008 - August 2008

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Charles Smead

Education

Peking University, Study Abroad

January 2008 - January 2008

Latin School of Chicago, High School

January 2003 - January 2007

Frequently Asked Questions about Charles Smead

What is Charles Smead email address?

Charles Smead's primary email address is *************@forgeglobal.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Charles Smead work for?

Charles Smead is a Managing Director, Co-Head of Marketplace at Forge, a company specializing in Functions related to depository banking.

Where Charles Smead graduated from?

Charles Smead holds a degree in from University of Richmond - Robins School of Business.

How can I directly contact Charles Smead?

To contact Charles Smead directly, you can use the email address *************@forgeglobal.com. Complete contact information is available upon registration with Muraena.

Is Charles Smead an immigrant?

Yes, Charles Smead is an immigrant and currently based in United States

Who is Charles Smead?

Charles Smead is a seasoned finance professional with a robust background in investment banking and public relations, currently serving as Managing Director and Co-head of Marketplace at Forge in San Francisco. He holds a Bachelor of Science in Business Administration with a Finance major and minors in Mathematics and Chinese from the University of Richmond. Charles has demonstrated his leadership capabilities as President of the Portfolio Management Group and as a Value Fund Manager in a student-managed investment fund. His extensive experience includes roles at Sharespost and BMO Capital Markets, where he excelled in equity research and institutional sales. A former varsity volleyball captain, Charles is not only a numbers expert but also possesses a deep understanding of cross-cultural communication, having immersed himself in Mandarin during his time in China. His diverse skill set ranges from financial analysis to technical trading, making him a valuable asset in the financial services sector.

Charles`s contact details

mail

*************@forgeglobal.com

*************@macquarie.com

Colleagues

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Shilpi Mcgrath Cams

Chief Compliance Officer/AMLCO

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Andrew Saeta

Managing Director & Co-Head of Institutional Sales, Forge Markets

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Roanne Lee

Senior Vice President Growth Marketing

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Thomas Davies

Managing Director and CEO/COO, Forge Europe

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Tim Chueh

Vice President - FCS Group

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Norbert Ngethe

Senior Vice President, Head of Legal

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Sohail Prasad

Founder & CEO

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Karan Arora

Managing Director & Co-Head of Marketplace

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Karim Vedol

Vice President of People Operations & Total Rewards

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Andrew Schofield

SVP, Information Security (CISO) & IT Operations

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