Skip NavigationMenu

 Member of the President's Leadership Council of the Asia Foundation 

 

Lotus Circle Advisor
Chief Financial Officer, Gen II Fund Services, LLC

 

 

Marlene Pelage is a highly accomplished finance professional with over 30 years of experience in the Financial Services, Private Equity, and Media/Advertising industries.

She recently returned to her domain of expertise as CFO of Gen II Fund Services, LLC, a leading fund administration provider focused entirely on serving private capital asset managers and investors. Since its inception in 2009, the company has become the largest independent private capital fund administrator in the U.S., with more than $1 trillion of private fund capital under administration. Gen II offers private fund sponsors a best-in-class combination of people, processes, and technology, enabling General Partners to manage their operational infrastructure, financial reporting, and investor communications most effectively.

From 2021 to the summer of 2023, Marlene served as the Global CFO of IPG Mediabrands, one of the leading media planning agencies in the world. In this capacity, she managed a multi-billion media/advertising agency budget with a footprint across 130 countries. She served as a key business partner to the CEO of IPG Mediabrands and the entire IPG Mediabrands leadership team. Previously, Marlene was a tenured executive at Charles Schwab. She held several leadership roles, including as CFO of Charles Schwab Bank, Charles Schwab Trust Bank, Charles Schwab Premier Bank, and Charles Schwab Trust Company. Before joining Charles Schwab, Marlene spent over a decade in Project Finance and Equity Derivatives at Crédit Agricole Bank, where she held positions in several international locations.

Marlene is a compassionate leader and trailblazer who excels in leading teams to produce substantial results through expert partnerships and providing timely analysis that wins new accounts and defends existing relationships. Her winning and agile mindset has produced results that consistently surpassed budget and organic revenue growth targets by landmark records. Additionally, her experience in the global marketplace has made her a results-oriented leader able to navigate the complexities of the global market.

Education: Marlene holds a master’s degree in Management from ESCP Business School and an MBA in Finance and Marketing from Drexel University. She is a certified CFA and has passed the FINRA Series 7 license. Recently, she completed the 3-year Securities Industry Institute (SII) Executive Education Program at The Wharton Business School.