Forum Financial Management, LP

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At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoi... Read more

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Norm (Norbert) Mindel, JD, CPA, PFS, CFP®
Partner, Owner and Co-founder

Norm (Norbert) Mindel, JD, CPA, PFS, CFP®

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Allison Tronnes, IACCP®
Chief Compliance Officer
Brian Savage, CPA, PFS, CFP®
Partner & Chief Compliance Officer
Jonathan Faelnar
Director - Information Security & Technology
Karonda D. G.
Billing Manager
Laura Latragna
Chief Marketing Officer
Laura Norek
Chief People Officer
Nicolette Hopson
Manager - Advisor Learning and Development
Scott Krajacic, CFA
Trading Manager
Barbara Ray
Financial Advisor
Jonathan Marichal Rogers
Co-managing Partner
Nirav Batavia
Co Managing Partner