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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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