Forum Financial Management, LP Employee Directory

Q: What is Forum Financial Management, LP known for?

Forum Financial Management, LP was founded in 2002. Forum Financial Management, LP operates in the Financial Services industry.

Financial ServicesIllinois, United States51-200 Employees

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 avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor  -- we are there for our clients through every season.

Find Forum Financial Management, LP employees' phone numbers or email addresses

Forum Financial Management, LP Global Highlights

North America
176

United States Of America
176

Forum Financial Management, LP's Leadership

K. K.
Chief Operating Officer & Partner
Mobile Phone
Email
B. B.
Chief Of Staff
Mobile Phone
Email
J. C. R.
Partner
Mobile Phone
Email
R. M.
Partner
Mobile Phone
Email
M. S.
Partner
Mobile Phone
Email
B. S.
Partner & Chief Compliance Officer
Mobile Phone
Email
J. A.
Partner
Mobile Phone
Email
K. C.
Partner
Mobile Phone
Email

Contact profiles from Forum Financial Management, LP

Name

Title

Contact Info

Location

Last Update

J. C. R.
Partner
Mobile Phone
Email
United StatesArizona
Oct 23, 2025
R. M.
Partner
Mobile Phone
Email
United StatesVirginia
Nov 11, 2025
K. K.
Chief Operating Officer & Partner
Mobile Phone
Email
United StatesConnecticut
Nov 06, 2025
M. S.
Partner
Mobile Phone
Email
United StatesNew York
Nov 14, 2025
B. S.
Partner & Chief Compliance Officer
Mobile Phone
Email
Nov 13, 2024
J. A.
Partner
Mobile Phone
Email
Oct 21, 2024
K. C.
Partner
Mobile Phone
Email
Oct 23, 2024
S. J.
Founding Partner
Mobile Phone
Email
UNITED STATES
May 05, 2024
B. B.
Chief Of Staff
Mobile Phone
Email
United StatesLouisiana
Oct 20, 2025
A. M.
Lake Forest Office Director
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Forum Financial Management, LP known for?

Forum Financial Management, LP was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 1900 South Highland Avenue, Suite 100; you can contact the main corporate office by phone at

+1-630-873-****

. Explore Forum Financial Management, LP's company overview page for more information.

What is Forum Financial Management, LP's most common email format?

Forum Financial Management, LP employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Forum Financial Management, LP email formats with LeadIQ.

How many employees does Forum Financial Management, LP have currently?

Forum Financial Management, LP has approximately 111 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Forum Financial Management, LP's key employees and leadership?

As of December 2025, Forum Financial Management, LP's key employees include:

Chief Operating Officer & Partner: K. K.
Chief Of Staff: B. B.
Partner: J. C. R.
Partner: R. M.
Partner: M. S.

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