Forum Financial Management, LP
Pranil Vitha possesses extensive experience in trading and client services, currently serving as a Portfolio Trader at Forum Financial Management, LP since January 2022, where a focus on building and preserving client wealth is paramount. Prior roles include positions at Lightspeed Financial Services Group in client services and futures risk, and as a Futures Trader and Client Services representative in an independent capacity, where market research and algorithmic trading strategies were developed. Pranil's earlier experience includes trading at International Trading Group,® L.L.C. and Singer and Levinson Global Trading, LLC., with a strong emphasis on risk management and market analysis. Pranil holds a Master of Science in Data Science from Elmhurst University and a Bachelor of Science in Finance and Economics from the University of Illinois Chicago.
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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.
Employees
51-200