Forum Capital Advisors
Brad Duffy is a seasoned finance professional with extensive experience in investment management and sales across various sectors, particularly in real estate and financial services. Currently serving as Managing Director for the Southwest Region at Forum Investment Group since January 2024, Brad Duffy previously held the position of Regional Vice President at Catalyst Capital Advisors and Financial Planning Advisor at Ameriprise Financial Services, LLC. With a notable career that includes roles such as VP Regional Director at Ares Wealth Management Solutions and at Black Creek Capital Markets, Brad Duffy has consistently excelled in managing sales and investment strategies. Additional experience includes serving as Client Portfolio Manager at Highland Capital Management, Senior Vice President of Sales at LaSalle Investment Management, and Regional Director at Calamos Investments, among others. Brad Duffy holds a Bachelor of Business Administration in Finance from The University of Texas at Arlington.
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Forum Capital Advisors
Forum Capital Advisors, LLC is a boutique asset manager focused on opportunistically investing throughout the full real estate cycle and across the full capital stack with an aim to deliver stable current income while limiting downside risk. Founded in 2019, our integrated approach gives us the unique ability to source, underwrite, operate and price risk for a full cycle strategy. Forum Capital Advisors, LLC is a Registered Investment Adviser and an affiliate of Forum Investment Group.