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Forum Financial Management, LP Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Forum Financial Management, LP is a financial services firm based in Lombard, Illinois, employing between 51 and 200 people. The firm offers advisory services including portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning. It follows a diversified investment approach described as evidence-based investing, grounded in decades of academic research, to help minimize emotional responses to market conditions. Forum emphasizes getting to know clients and their families, supporting long-term relationships across market cycles. Recent activity includes investments in Nordson, Kellanova, Permian Resources, and Takeda; the firm was named one of Barron's 2023 Top 100 RIA Firms, launched its website in 2022, and reports revenue in the range of $50 million to $100 million.

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

Forum Financial Management, LP Global Highlights

Location
Employees

North America
194

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  • United States Of America
    194

Forum Financial Management, LP's Leadership

  • Stylized image of a person
    B. S.
    Partner & Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. F.
    Director Of Information Security And Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Human Resources Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. N.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Principal At Forum Financial Management Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. A.
    Financial Advisor
    Phone icon
    Mobile Phone

Forum Financial Management, LP Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Human Resources
  • Accounting
  • Community & Social Services
  • Other

Contact profiles from Forum Financial Management, LP

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W. S. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. G.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. H.
    Financial Client Service Associate Matthew Harrigan
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. M.
    Marketing Coordinator
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. S.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. B.
    Administrative Assistant
    Phone icon
    Mobile Phone
    Feb 23, 2026
  • Stylized image of a person
    R. W.
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Forum Financial Management, LP known for?

Minus sign iconPlus sign iconForum Financial Management, LP was founded in 2002 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconForum 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?

Minus sign iconPlus sign iconForum Financial Management, LP has approximately 125 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Forum Financial Management, LP's key employees include:

  • Partner & Chief Compliance Officer: B. S.
  • Partner: J. A.
  • Partner: K. C.
  • Director Of Information Security And Technology: J. F.
  • Human Resources Manager: A. S.

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