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Mark Lee

Prior to joining Forge, Mark was the COO/CFO at PENSCO Trust Company, a custodian specializing in alternative assets investments through retirement accounts. Prior CFO/Finance roles include CFO for the Stanford Management Company (the University’s endowment), CFO of Charles Schwab’s Capital Markets, RIA, and Asset Management Group, Goldman Sachs Equity Trading, Barclays Global Investors, and Hewlett Packard. Mark holds a B.S. in Business Administration from UC Berkeley and an MBA in Finance from the University of Chicago.

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