Forest Capital Management Email Format

Financial ServicesIllinois, United States11-50 Employees

Forest Capital Management is a financial services firm based in Chicago, Illinois, that focuses on retirement-plan advisory within a co-fiduciary framework. It emphasizes investment monitoring, financial wellness education, and fiduciary training to support plan sponsors and participants in achieving retirement readiness. The firm aims to tailor programs to fit current business contexts while remaining adaptable to evolving workforces. The company's client base comprises retirement-plan sponsors and the plan participants they serve, operating in the financial services industry. In May 2026, Forest Capital Management appointed Brian Jessen as President and Chief Executive Officer, marking a notable leadership development.

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