Philip Oertle
About Philip Oertle
Philip Oertle serves as the Director of Forge Markets, a position he has held since 2023. His extensive career includes roles in risk management, financial analysis, and private equity across various companies in the financial sector.
Work at Forge
Philip Oertle currently serves as the Director of Forge Markets, a position he has held since 2023. He operates within the New York City Metropolitan Area, contributing to the company's market strategies and operations. His role involves overseeing market activities and ensuring alignment with Forge's objectives.
Previous Experience in Financial Services
Before joining Forge, Philip Oertle accumulated extensive experience in the financial services sector. He worked at FTI Consulting as a Risk Management Analyst for five months in 2016. He then joined UBS, where he served as a Financial Analyst in Investment Banking from 2017 to 2018 and also worked in Fixed Income Sales & Trading for six months in 2016. His career continued at EquityZen, where he held multiple roles, including Private Markets Associate and Director, from 2018 to 2023.
Education and Expertise
Philip Oertle holds a Master’s Degree from Georgetown University, which he completed from 2014 to 2017, and a Bachelor’s Degree from the same institution from 2010 to 2014. He also participated in the Tuck Business Bridge Program at The Tuck School of Business at Dartmouth in 2015. His educational background provides him with a strong foundation in business and finance.
Background in Athletics
In addition to his financial career, Philip Oertle was a National Team Athlete for US Rowing from 2011 to 2015. This experience in competitive sports reflects his commitment to discipline and teamwork, qualities that are beneficial in his professional endeavors.
Early Career and Internships
Philip Oertle began his career with various internships and analyst roles. He worked as an Underwriting Analyst at TRANSATLANTIC REINSURANCE COMPANY in 2013 and as a Real-Estate Investment Analyst at Congressional Commercial, LLC. He also gained experience in development and testing at dacadoo in 2010. These early roles contributed to his understanding of different sectors within finance.