Jamie di Bari

Jamie Di Bari serves as a Client Services Associate at Forum Financial Management, LP since June 2023, contributing to the firm's mission of helping investors build, manage, and preserve wealth through comprehensive financial services. Additionally, Jamie has held the position of Investment Associate at BMO Harris Financial Advisors, Inc. since January 2016, where responsibilities include processing administrative details, managing compliance documentation, preparing new accounts, and ensuring data integrity and accuracy.