# Kelly Rodriques

> San Francisco-based executive and investor Kelly Rodriques has led Forge since July 2018. His earlier roles include CEO of Novo, Totality and PENSCO Trust Company, and Managing General Partner of Operative Capital. Forge became part of Charles Schwab in March 2026.

- **Role:** Chief Executive Officer at Forge
- **Organizations:** Forge, Operative Capital, PENSCO Trust Company, Ignition Growth Capital, Totality, Novo, SharesPost, Trizic, Fresno State
- **Education:** B.S. in Education, California State University, Fresno
- **Known for:** 2021 Fresno State Outstanding Alumnus Award, Department of Athletics., Led Forge through its public listing and subsequent acquisition by Charles Schwab., Founding investor in mobile banking company mFoundry, acquired by FIS in 2013.

## Career timeline

- **1986** — Recorded a 5.45-meter outdoor pole vault at Fresno State.
- **1989** — Graduated from Fresno State.
- **1994-2002** — CEO of Novo.
- **2002-2006** — CEO of Totality.
- **2006-2010** — Operating Partner at Ignition Growth Capital; led investment in mFoundry.
- **2010-2016** — CEO of PENSCO Trust Company.
- **2016** — Became Managing General Partner of Operative Capital and joined the SharesPost board.
- **2017** — Appointed to Trizic’s board.
- **2018** — Became Forge CEO in July.
- **2020** — Led Forge through its combination with SharesPost.
- **2022** — Forge listed on the NYSE on March 22.
- **2026** — Forge became part of Charles Schwab on March 2.

## Achievements

- 2021 Fresno State Outstanding Alumnus Award, Department of Athletics.
- Led Forge through its public listing and subsequent acquisition by Charles Schwab.
- Founding investor in mobile banking company mFoundry, acquired by FIS in 2013.

## Latest updates

- **2026-03** — Charles Schwab completed its acquisition of Forge on March 2.
- **2026-08** — Rodriques published an August 27 update on Forge’s ongoing integration with Schwab.

## Links

- Website: https://forgeglobal.com/contributors/kelly-rodriques/
- LinkedIn: https://www.linkedin.com/in/kelly-rodriques-9b49418

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Profile page: https://yespress.io/kelly-rodriques
Published by YesPress — https://yespress.io
Last updated: 2026-10-08