Rob Richardson

Rob Richardson is a Trader at Forum Financial Management, LP, where Rob helps investors build, manage, and preserve their wealth alongside a team of experienced partners and advisors. Previously, Rob served as an Assistant Portfolio Manager & Investment Operations Associate at Equilibrium Wealth Advisors, focusing on direct indexing and tax loss harvesting initiatives. Prior to that, Rob was a Junior Investment Analyst at Winthrop Partners, where Rob conducted extensive research and analysis for client portfolios. Rob holds a Bachelor's degree in Finance and Business Management from La Roche University and is currently pursuing further education at Northwestern University.