Forum Financial Management, LP
Steve Minturn, CFA, is a seasoned financial professional currently serving as a Financial Advisor at Forum Financial Management, LP since November 2021, where focus is on wealth building, management, and preservation. Prior experience includes roles as a Quantitative Portfolio Consultant and Quantitative Equity Analyst at BMO Global Asset Management, where Steve implemented quantamental investment approaches and conducted extensive research on stock-selection factors for various equity strategies. Earlier work at Deloitte Consulting encompassed advanced analytics and healthcare actuarial consulting. Steve holds an MBA in Finance and Economics from The University of Chicago Booth School of Business and a BBA in Actuarial Science and Finance from the University of Wisconsin-Madison.
This person is not in any teams
This person is not in any offices