Mark Peck

Mark Peck Email and Phone Number

Business Development Leader | Alternative Asset Expert | Startup Investor & Advisor @ Directed Trust Company
Mark Peck's Location
Skaneateles, New York, United States, United States
Mark Peck's Contact Details
About Mark Peck

With over 17 years of experience in the financial industry, I am a seasoned leader in business development, sales, and customer relationship management. I specialize in alternative investment strategies and solutions, such as private market trading, custody, and data services. Currently, I am the Vice President of Business Development at Directed Trust Company, a premier custodial provider for participants in the alternative asset landscape. I spearhead the business development initiatives for Directed Custody, a comprehensive custody service for non-traditional investments within the private market. I work with individual investors, family offices, advisors, asset sponsors, and broker-dealers, delivering value-added solutions and exceeding revenue targets.I am also an Advisor to the CEO at Kingscrowd, a leading data and investment insights firm in the private market. I leverage my expertise and network to support the growth and expansion of Kingscrowd's platform and offerings. I am passionate about making the private markets more accessible, compliant, and transparent for everyone who participates. I joined Directed Trust Company in Mar 2024, after 3.5 years as the Senior Director of Business Development at Forge, the leading platform for trading, custody, and data solutions in the private market. At Forge, I led the efforts to expand and deepen our relationships with individual investors, advisors, and institutional clients, closing large deals and driving innovation and growth for our company and clients.

Mark Peck's Current Company Details
Directed Trust Company

Directed Trust Company

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Business Development Leader | Alternative Asset Expert | Startup Investor & Advisor
Mark Peck Work Experience Details
  • Directed Trust Company
    Vice President Of Business Development
    Directed Trust Company Mar 2024 - Present
    Phoenix, Arizona, Us
    I spearhead the business development initiatives for Directed Custody, a premier technology-driven custodial solution tailored for participants in the alternative asset landscape. Our clientele includes individual investors, family offices, advisors, asset sponsors, and broker-dealers, offering comprehensive custody services for non-traditional investments within the private market.
  • Kingscrowd
    Advisor / Early Investor
    Kingscrowd Mar 2019 - Present
    Chapel Hill, North Carolina, Us
    Business Development Advisor to the CEO at Kingscrowd, a leading data and investment insights firm.
  • Nextcorps
    Mentor
    Nextcorps Jun 2024 - Sep 2024
    Rochester, New York, Us
    Supporting Nextcorps accelerator companies to provide mentorship around Go-to-Market strategies and tactics.
  • Forge
    Senior Director Of Business Development - Series B To Public
    Forge Jul 2020 - Mar 2024
    San Francisco, California, Us
    Catalysts for the Innovator Economy | Custody, Marketplace, Data & Company SolutionsDedicated to making it as easy to trade in the private markets as the public
  • Rocket Dollar, Inc.
    Director Of Business Development - Acquired
    Rocket Dollar, Inc. Jun 2018 - Jul 2020
    Austin, Texas, Us
    Led Business Development & Sales efforts for tax-advantaged investing products. With a focus on alternative assets, I worked closely with both HNW individuals and Institutions.
  • Opus Bank
    Director Of Business Development - Acquired
    Opus Bank 2012 - 2018
    Irvine, California, Us
    Worked upwards from relationship management to sales and business development. Culminating in an external business development role where I was responsible for closing institutional clients for our Custody products.
  • Fort Hill Resources Family Office
    Portfolio Manager - Equities - Private & Pre-Ipo
    Fort Hill Resources Family Office 2008 - 2012
    Multiple roles held within the Family Office environment. Primarily managing a large equity portfolio with a quota carry performance role.

Mark Peck Skills

Alternative Investments Hedge Funds Private Equity Client Services Start Ups Cryptocurrency Real Estate Transactions Alternative Investment Strategies Mutual Funds Asset Management Asset Allocation Portfolio Management Equities Wealth Management Valuation Financial Markets Etfs Emerging Markets Financial Services Investments

Mark Peck Education Details

  • Goucher College
    Goucher College
    Political Science & Economics

Frequently Asked Questions about Mark Peck

What company does Mark Peck work for?

Mark Peck works for Directed Trust Company

What is Mark Peck's role at the current company?

Mark Peck's current role is Business Development Leader | Alternative Asset Expert | Startup Investor & Advisor.

What is Mark Peck's email address?

Mark Peck's email address is mp****@****ail.com

What schools did Mark Peck attend?

Mark Peck attended Goucher College.

What are some of Mark Peck's interests?

Mark Peck has interest in Environment, Economic Empowerment, Health.

What skills is Mark Peck known for?

Mark Peck has skills like Alternative Investments, Hedge Funds, Private Equity, Client Services, Start Ups, Cryptocurrency, Real Estate Transactions, Alternative Investment Strategies, Mutual Funds, Asset Management, Asset Allocation, Portfolio Management.

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