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Perfil
Mark P.
Lee formerly worked at HP, Inc., as Financial Manager from 1983 to 1987, BlackRock Funds III, as Principal from 1994 to 1996, Stanford Management Co., as Chief Financial Officer from 2005 to 2013, Charles Schwab & Co., Inc., as Group Chief Financial Officer from 1996 to 2005, Goldman Sachs & Co. LLC, as Vice President from 1987 to 1994, Stanford Management Co. (Private Equity), as Chief Financial Officer, PENSCO Co. LLC, as Chief Operating Officer, and Forge Global Holdings, Inc., as Chief Financial Officer from 2023 to 2025.
Mr. Lee received his Masters Business Admin degree in 1983 from The University of Chicago and undergraduate degree in 1981 from the University of California, Berkeley.
Antiguos cargos conocidos de Mark Lee.
| Empresas | Cargo | Fin |
|---|---|---|
| FORGE GLOBAL HOLDINGS, INC. | Director Financiero/CFO | 20/01/2025 |
PENSCO Co. LLC
 PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services | Director de Operaciones | 01/08/2018 |
Stanford Management Co.
 Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous SMC provides support for current university operations and preserving the endowment’s purchasing power for future generations – require an investment program that is equity-oriented and capable of generating sufficiently high long-term returns, notwithstanding occasionally volatile global economic environments. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity investments. Absolute return strategies that have a low correlation to broader markets contribute to portfolio diversification. Acknowledging the University’s long-term investment horizon, the investment strategy is designed to accept a responsible degree of illiquidity to drive incremental returns. A small portion of the Merged Pool is held in high quality fixed income and cash for liquidity purposes. | Director Financiero/CFO | 01/01/2013 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Director Financiero/CFO | 01/01/2005 |
BlackRock Funds III
 BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 01/01/1996 |
Formación de Mark Lee.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
97
Relaciones de 1er grado
10
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 10 |
|---|---|
HP, Inc.
 HP, Inc. Information Technology ServicesTechnology Services Operates as a technology company that sells laptops, pc desktops, printers and accessories through online | Technology Services |
BlackRock Funds III
BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous SMC provides support for current university operations and preserving the endowment’s purchasing power for future generations – require an investment program that is equity-oriented and capable of generating sufficiently high long-term returns, notwithstanding occasionally volatile global economic environments. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity investments. Absolute return strategies that have a low correlation to broader markets contribute to portfolio diversification. Acknowledging the University’s long-term investment horizon, the investment strategy is designed to accept a responsible degree of illiquidity to drive incremental returns. A small portion of the Merged Pool is held in high quality fixed income and cash for liquidity purposes. | Miscellaneous |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanford Management Co. (Private Equity)
 Stanford Management Co. (Private Equity) Investment ManagersFinance Stanford Management Co. (Private Equity) invests in early stage companies located in the US. The firm targets companies operating in the fields of healthcare and technology. | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PENSCO Co. LLC
PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services | Miscellaneous |
Forge Global Holdings, Inc.
 Forge Global Holdings, Inc. Data Processing ServicesTechnology Services Operates a financial services platform | Technology Services |
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