Forge Trust

Over $11 billion of assets under custody

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You are here: Home / Forge Trust Leadership

Forge Trust Leadership

 

Patrick Hughes

President

Patrick has served as the President of Forge Trust Company since 2018. He is also a member of the Board of Directors. Patrick came on board to lead sales, marketing and corporate strategy efforts for Forge Trust. Prior to joining the company, he was the President of PENSCO Trust Company, a subsidiary of Opus Bank (OPB). Patrick’s extensive financial services industry experience includes leadership positions at Franklin Templeton, BNY Mellon and Financial Engines.

 

Robin Sennett

Product Development

As VP of Product Development, Robin is responsible for identifying and implementing features that will enhance the investment experience. Additionally, she is deeply involved in bringing Forge Trust’s robust API toolset to investment platforms and marketplaces. Robin has held similar leadership positions at PENSCO Trust, Schwab and Intuit.

 

Kathirene (Casey) Smith

Client Services

Casey is the Trust Officer, Director of Client Services, and also sits on the Board of Forge Trust Company, which is headquartered in Sioux Falls, SD. Casey has over 35 years of financial, management, leadership and training experience working for companies such as Citibank, Orion Systems, PREMIER Bankcard, Wells Fargo and several brokerage firms.

 

Audrey Bough

Audit

Audrey joined Forge Trust in 2013 to oversee compliance and internal audit activities within the company. Audrey has over 20 years operations experience holding management positions in internal audit, compliance, and expertise in mutual funds, IRAs, private fund custody and institutional custody services while working for Entrust Administration, Robertson Stephens, Schwab and Bank of America.

 

Janet Bingham

Compliance

Janet Bingham heads up the compliance department for Forge Trust where she manages a team of compliance specialists focused on investment reviews, IRA regulations and general trust business compliance. Prior to joining Forge Trust in 2010, Janet had over 10 years of accounting experience in Jamaica and subsequent leadership positions in the Trust Tax departments of KPMG and PWC in San Francisco.

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Contact Us

Forge Trust
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@ForgeTrust.com
CCPA Requests

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

FORGE TRUST AND FORGE TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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