Forum Financial Management, LP
Allan Drapatsky is an experienced professional in the financial services sector, currently serving as the Operations Manager at Alignment Wealth Management since November 2023. Previously, Drapatsky worked at Oppenheimer & Co. Inc. as a Registered Client Service Associate from August 2020 to March 2023. Additional experience includes a role as a FADP Associate at Bank of America Merrill Lynch in 2019, a Wealth Management Intern at Strategic Wealth Partners in 2018, and positions in various service and business development capacities. Drapatsky holds a Bachelor's degree in Financial Planning and Services from the University of Illinois Urbana-Champaign, completed in 2019, and graduated from Buffalo Grove High School in 2015.
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Forum Financial Management, LP
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.
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