Charlie Grimes, Cfa
About Charlie Grimes, Cfa
Charlie Grimes is the Executive Vice President and Head of Global Capital Markets at Forge, a position he has held since 2024. He has extensive experience in capital markets, having previously worked in various leadership roles at SharesPost and PIMCO.
Work at Forge
Charlie Grimes currently serves as the Executive Vice President and Head of Global Capital Markets at Forge. He has held this position since 2024, contributing to the company's strategic direction in capital markets from their New York office. Prior to this role, he was the Managing Director, Head of Global Capital Markets at Forge from 2022 to 2024, and before that, he served as Managing Director, Capital Markets from 2021 to 2023. His tenure at Forge reflects a continuous commitment to advancing the company's capital market initiatives.
Previous Experience at SharesPost
Before joining Forge, Charlie Grimes worked at SharesPost, where he held several key positions. He served as Senior Director and Head of the Private Securities Group from 2019 to 2020. Additionally, he was a Managing Director at SharesPost for a brief period in 2021. His earlier roles included Director of the Private Securities Group from 2017 to 2019 and Vice President of Private Securities from 2014 to 2017. His experience at SharesPost enhanced his expertise in private securities and capital markets.
Career Background
Charlie Grimes has a diverse background in finance and capital markets. He began his career at Wells Fargo Family Wealth, where he worked as an Investment Management Specialist from 2007 to 2010 and later as Associate Director of Client Management from 2010 to 2011. He also worked at PIMCO as an Advisor Consultant from 2011 to 2014. This extensive experience across various financial institutions has equipped him with a comprehensive understanding of capital markets and client management.
Education and Expertise
Charlie Grimes studied at the University of Arizona - Eller College of Management, where he earned a Bachelor of Science (B.S.) degree in Finance from 2001 to 2005. He completed his secondary education at San Marino High School from 1997 to 2001. His educational background in finance underpins his professional expertise in capital markets and investment management.