James Nevin

Chief Financial Officer Forge

Last Reviewed: September 28, 2026

Executive Summary

James Nevin is Chief Financial Officer of Forge, the San Francisco private securities marketplace that The Charles Schwab Corporation acquired in March 2026. He joined Forge in January 2025, while it was still listed on the NYSE, and was its CFO through the Schwab transaction. Before Forge he spent more than a decade at the London Stock Exchange Group. There he held finance and general-management roles in its data business, including CFO of the Information Services division that housed FTSE Russell. He began his career in audit at Deloitte and is a Fellow of the Institute of Chartered Accountants in England and Wales.

Career Highlights

• Appointed Chief Financial Officer and principal financial officer of Forge Global Holdings, effective 20 January 2025. He succeeded Mark Lee, who had been CFO since 2018.
• Was CFO when Forge agreed in November 2025 to be acquired by The Charles Schwab Corporation for $45.00 per share in cash. The deal completed on 2 March 2026.
• At LSEG: Managing Director of the Funds, Research and Content business lines from 2021, and Managing Director, Head of Data Solutions from 2019 to 2021.
• Chief Financial Officer and Managing Director of LSEG’s Information Services division from 2014 to 2019. The division included FTSE Russell Indexes, The Yield Book and Real Time Exchange Data.
• Worked in corporate finance at Oriel Securities from 2007 to 2010 and at Evolution Securities from 2010 to 2011.
• BA in Economics and Philosophy from the University of Nottingham, and Fellow of the ICAEW.

Professional Journey

Nevin graduated from the University of Nottingham in 2003 with a BA in Economics and Philosophy. He then spent four years at Deloitte, from 2003 to 2007, finishing as a Manager in Consumer Business External Audit. In 2007 he moved into corporate finance at Oriel Securities, a UK broker later acquired by Stifel Financial Corp. From 2010 to 2011 he was an associate director in corporate finance at Evolution Securities, which Investec acquired in 2011.

In July 2014 he joined the London Stock Exchange Group as Chief Financial Officer and Managing Director of its Information Services division. He was responsible for business performance and financial oversight, covering reporting, accounting, finance operations and tax. The division included FTSE Russell Indexes, The Yield Book and Real Time Exchange Data. In December 2019 he became Managing Director and Head of Data Solutions. In March 2021 he became Managing Director of the Funds, Research and Content business lines. Forge says these LSEG roles made him responsible for growing businesses including Lipper, StarMine, SEDOL and Mergent. Forge’s two filings give different end dates for that last LSEG role. The appointment 8-K says it ran until January 2025. The later proxy says it ran until September 2023, and that he then advised several private equity and portfolio companies before joining Forge.

Forge announced his appointment as CFO on 14 January 2025, effective 20 January. Forge operates a marketplace and data business for private company shares, and was then listed on the NYSE as FRGE. Chief executive Kelly Rodriques pointed to Nevin’s part in LSEG’s move “from an exchange into a data and index business”. He said Nevin would play “a key role across our initiatives to increase revenue and expand margins”. Nevin took over as principal financial officer from Mark Lee, who had held the role since 2018 and moved to a strategic wealth role.

His first year ended with the company’s sale. On 5 November 2025 Forge agreed to be acquired by The Charles Schwab Corporation for $45.00 per share in cash. The merger completed on 2 March 2026, and Forge became a wholly owned subsidiary of Schwab and was delisted. At the close, Schwab’s own officers were appointed to the officer posts of the surviving legal entity. Forge’s leadership page continues to list Nevin as Chief Financial Officer of the business, alongside Rodriques as chief executive.

Education

University of Nottingham

Bachelor of Arts, Economics and Philosophy, 2003

He is a Fellow of the Institute of Chartered Accountants in England and Wales. That is a professional qualification, not a degree.