Laura Latragna

Chief Marketing Officer at Forum Financial Management, LP

Laura Latragna has a strong background in marketing and communications, with a focus on the financial industry. Laura worked as the Chief Marketing Officer at Forum Financial Management, LP from October 2019 onwards. Prior to that, they held the position of Director of Marketing at the same company from July 2015 to October 2019.

Before joining Forum Financial Management, Laura worked at Buckingham | BAM Advisor Services, where they served as the Director of Knowledge Management from July 2014 to July 2015, Director of Communications from January 2010 to July 2014, and Communications Manager/Financial Writer from March 2004 to January 2010.

Laura also gained experience at Banc of America Capital Management, LLC as an Officer, Institutional Portfolio Strategist from August 2002 to December 2003. In this role, they executed trades and reconciled accounts for over 3,500 accounts. Additionally, they worked closely with the Client Services department to strengthen relationships.

Prior to that, Laura worked at Bank of America, N.A., where they were a Team Leader in the Commodities Group from August 2000 to August 2002. Laura improved the confirmations process for trades executed by the Energy Derivatives group and maintained communication with various stakeholders.

Overall, Laura Latragna has a diverse background in marketing, communications, and financial management, with a strong focus on the financial industry.

Laura Latragna attended Loyola University Chicago. Laura obtained a Bachelor of Arts (BA) degree in Communications. Additionally, they pursued a Master of Business Administration (MBA) with a specialization in Finance. However, the start and end years for both degrees were not provided.

Location

Chicago, United States

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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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51-200

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