Forum Financial Management, LP
Nirav Batavia is a seasoned finance professional with extensive experience in investment management and technology services. Currently serving as Co-Managing Partner and Partner at Forum Financial Management, LP, Nirav oversees more than $3.8 billion in assets. In addition, Nirav is the CEO of Owl Technologies, LLC, which enhances the client experience for Registered Investment Advisors through innovative technology solutions. Previous roles include VP of Interactive Marketing at NutshellMail.com, where comprehensive marketing strategies were developed, and Social Media Specialist at Constant Contact, focused on enhancing company social media presence. Earlier career experience includes managing the Hayman Municipal Opportunity Fund and trading municipal bonds at Citigroup. Nirav holds an MBA from The University of Chicago Booth School of Business and a BS/BSE in Economics and Engineering from The Wharton School.
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