FORUM FINANCIAL MANAGEMENT, LP of LOMBARD, IL is an SEC-registered investment adviser (CRD 145706). Regulatory assets under management: $8.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
Showing 25 of 50 people.
| Name | Role | Location |
|---|---|---|
| Adam Joseph | LIMITED PARTNER; MEMBER; TRUSTEE | Chevy Chase, MD |
| Allison Elizabeth Tronnes | CHIEF COMPLIANCE OFFICER | — |
| William Mackenzie Davis | CHIEF OPERATIONS OFFICER | — |
| Norbert Mac Mindel | TRUSTEE | — |
| John Joseph Adam | TRUSTEE | — |
| Alfred Andrew Marwede | TRUSTEE | — |
| Jonathan Marichal Rogers | CO-MANAGING PARTNER, CHIEF FINANCIAL OFFICER, & CO-CHIEF INVESTMENT OFFICER; CO-MANAGING PARTNER & CO-CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Nirav Rajen Batavia | CO-MANAGING PARTNER, CHIEF TECHNOLOGY OFFICER, & CO-CHIEF INVESTMENT OFFICER; CO-MANAGING PARTNER & CO-CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Karma Ann Forrestal | TRUSTEE | — |
| Christopher Anthony Lamia | TRUSTEE | — |
| David Cotten Mcclellan | TRUSTEE | — |
| Robert Thomas Methven | TRUSTEE | — |
| David Neil Smith | LIMITED PARTNER | — |
| Faye Hizon Nybo | CHIEF LEGAL COUNSEL | — |
| Marie Elizabeth Stark | LIMITED PARTNER | — |
| Howard Shane Kite | LIMITED PARTNER | — |
| Daniel Joseph Drallmeier | TRUSTEE | — |
| Julie Ann Schatz | LIMITED PARTNER | — |
| Jennifer Hilary Cray | LIMITED PARTNER | — |
| Eric Karl Meier | CHIEF FINANCIAL OFFICER | — |
| LAMIA CHRISTOPHER ANTHONY | LIMITED PARTNER; TRUSTEE | — |
| SCHATZ JULIE ANN | LIMITED PARTNER | — |
| CRAY JENNIFER HILARY | LIMITED PARTNER | — |
| METHVEN ROBERT THOMAS | LIMITED PARTNER; MEMBER; TRUSTEE | — |
| MINDEL NORBERT MAC | LIMITED PARTNER; LIMITED PARTNER, CO-MANAGING PARTNER; MANAGING MEMBER (+1 more) | — |