Forum Financial Management, LP
Scott Krajacic, CFA has a diverse work experience in the financial management industry. Scott started their career at Krilogy Financial in November 2018, where they worked as a Portfolio Advisor until July 2019. From August 2019 to March 2021, Scott served as an Associate Advisor at Hill Investment Group. Currently, they are working at Forum Financial Management, LP, where they started in March 2021 as a Backoffice Associate and later moved into the role of Trading Manager in September 2022. At Forum Financial Management, Scott has been involved in various aspects of wealth management, including portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning.
Scott Krajacic, CFA has a Bachelor of Science (BS) degree in Economics from the University of Missouri Trulaske College of Business. In 2014, they became a Chartered Financial Analyst (CFA) charterholder.
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