MC

Michael Forstl CIMA

CCO And Head Of Distribution at Exos

Michael Forstl CIMA has a strong background in finance and distribution. Michael is currently the Managing Director and Head of Distribution at Exos, a position they have held since February 2023. Prior to that, they worked as an Advisor at RealBlocks starting in January 2018.

From November 2014 to February 2023, Forstl served as the CEO of Morgan Creek Capital Distributors and Senior Managing Director Head of Distribution at Morgan Creek Capital Management, LLC.

Michael also has experience as a Principal at Strategic Intro from January 2013 to November 2014 and from January 2009 to June 2009.

Before that, Forstl worked at Voya Investment Management as the Senior Vice President and Head of Independent and Regional Broker Dealer Distribution from June 2009 to February 2013.

Earlier in their career, they held various positions at Nuveen Investments, including Managing Director of the Structured Products Consulting Group from January 1991 to January 2009. Michael also served as the Managing Director of the Eastern Division Nuveen Advisor Consultants from December 2001 to September 2006 and the Managing Director of the Financial Institutions Group from January 1996 to January 2001. Forstl started at Nuveen Investments as an Assistant Vice President Regional Wholesaler from January 1989 to January 1991.

Prior to Nuveen Investments, Forstl worked in Institutional Sales and Trading at Security Pacific Bank from September 1987 to January 1989.

Michael Forstl obtained a Bachelor's degree in Economics from the University of Georgia - Franklin College of Arts and Sciences, which they attended from 1982 to 1985. Prior to that, they completed their high school education at Horace Greeley High School from 1976 to 1980. In terms of additional certifications, Michael Forstl acquired the Certified Investment Management Analyst® (CIMA®) credential from the Investments & Wealth Institute in January 2000. Michael also holds certifications such as Registered Financial Advisor, Registered Sales Principal, and Security Salesperson (Registered Representative), although specific information regarding the institutions and dates of obtaining these credentials is not provided.

Links

Previous companies

Voya Investment Management logo
Nuveen logo

Timeline

  • CCO And Head Of Distribution

    November 1, 2023 - present

  • Managing Director and Head of Distribution

    February, 2023

View in org chart