Seth M. Stammler

Seth M. Stammler, CFA, CFP®, is an experienced financial advisor currently with Forum Financial Management, LP, where expertise encompasses portfolio management, retirement and estate planning, insurance analysis, and income tax planning. Previously, as Managing Member at Bluestone Financial Management, Seth constructed tailored investment portfolios. Serving as Vice President in Fixed Income at Morgan Stanley, Seth developed relationships with institutional investors and analyzed portfolios to align strategies. A former athlete in Major League Soccer, Seth demonstrated leadership and decision-making under pressure. Seth holds an MBA from The University of Chicago Booth School of Business and a Bachelor of Science in Finance and Marketing from the University of Maryland R.H. Smith School of Business.