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Charles Smead
Charles Smead
Managing Director, Co-Head of Marketplace | Forge
San Francisco, California, United States
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.
Charles Smead
Work Experience
Managing Director, Co-Head of Marketplace at
Forge
February 2024 - Present
Co-head of Marketplace at
Forge
August 2021 - March 2024
Senior Director, Head of Marketplace, Private Securities Group at
SharesPost (Acquired by Forge Global)
January 2021 - August 2021
Director, Head of Marketplace, Private Securities Group at
SharesPost (Acquired by Forge Global)
July 2020 - January 2021
Director, Private Securities Group at
SharesPost (Acquired by Forge Global)
January 2019 - July 2020
Vice President, Private Securities Group at
SharesPost (Acquired by Forge Global)
January 2018 - February 2019
Associate, Private Securities Group at
SharesPost (Acquired by Forge Global)
August 2016 - December 2017
Executive at
Macquarie Group
April 2015 - June 2016
Institutional Equity at
BMO Capital Markets
July 2013 - March 2015
Rotational Analyst at
BMO Capital Markets
July 2011 - July 2013
Waiter and Chef at
Feng Tse Hot Pot
June 2011 - July 2011
Student Trainee at
HSBC
June 2010 - August 2010
Intern at
Iig Trade Finance Llc
June 2009 - August 2009
Intern at
Fleishman-Hillard Inc.
July 2008 - August 2008
Charles Smead
Education
University of Richmond - Robins School of Business
January 2007 - January 2011
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
*************@forgeglobal.com
*************@macquarie.com
Colleagues
Chief Compliance Officer/AMLCO
Managing Director & Co-Head of Institutional Sales, Forge Markets
Senior Vice President Growth Marketing
Managing Director and CEO/COO, Forge Europe
Vice President - FCS Group
Senior Vice President, Head of Legal
Founder & CEO
Managing Director & Co-Head of Marketplace
Vice President of People Operations & Total Rewards
SVP, Information Security (CISO) & IT Operations