Adam Matthews, Cep
About Adam Matthews, Cep
Adam Matthews serves as the Manager of Stock Administration at Forge, a position he has held since 2022. He has extensive experience in stock administration and financial services, having worked for notable companies such as Morgan Stanley, E*TRADE, and SoFi.
Current Role at Forge
Adam Matthews serves as the Manager of Stock Administration at Forge, a position he has held since 2022. In this role, he is responsible for overseeing stock administration processes and ensuring compliance with relevant regulations. His expertise in stock plans and administration contributes to the effective management of equity compensation programs within the organization.
Previous Experience in Stock Administration
Prior to his current role, Adam Matthews accumulated extensive experience in stock administration across several organizations. He worked as a Stock Plan Administrator at Turntide Technologies from 2021 to 2022. Before that, he held various positions at Morgan Stanley, including Manager and Director of Global Stock Plan Services, and Client Service Manager at Shareworks by Morgan Stanley. His background includes roles at E*TRADE, where he served as a Senior Financial Service Associate and Stock Plans Trainer.
Educational Background
Adam Matthews obtained his Bachelor’s degree in Sociology from the University of Utah, where he studied from 2010 to 2012. He also pursued a second Bachelor’s degree in Environmental & Sustainable Studies at the same institution during the same period. Additionally, he earned the Certified Equity Professional (CEP) designation from Santa Clara University, completing the program from 2017 to 2018.
Early Career Experience
Adam Matthews began his career with an internship at the Mayor’s Office of Salt Lake City in 2013, where he worked for five months. He then transitioned to the financial services industry, taking on a role as a Financial Service Associate at E*TRADE for eight months. His early experience laid the foundation for his subsequent roles in stock plan services and administration.