Charles Smead

Charles Smead is a seasoned professional in the private securities and trading sector with extensive experience in managing marketplace operations and institutional equity. Currently a Managing Director at William Blair since August 2025, Charles previously held dual roles as Managing Director and Co-Head of Marketplace at Forge from August 2021 to August 2025, after serving as Senior Director and Head of Marketplace at SharesPost, which was acquired by Forge. Charles's career includes significant roles within BMO Capital Markets and Macquarie Group, where analytical skills and client relationship management were utilized to drive revenue and ensure compliance with regulatory requirements. Academic credentials include a degree from the University of Richmond and study abroad at Peking University, contributing to a well-rounded expertise in finance and language skills.