Gary Forbeck

Gary Forbeck, CFA, is a seasoned financial professional with extensive experience in investment strategy and asset management. Since June 2014, Gary has served as a Senior Portfolio Strategist and Senior Vice President at KeyBank, where responsibilities include advising clients on investment strategy, asset allocation, and risk management, currently managing over $500 million in assets. Prior to this role, Gary held positions such as Managing Director at Oxford Financial Group, Ltd. from 2006 to 2013, and Vice President and Relationship Manager at Allianz Global Investors from 2000 to 2005. Early career experience includes serving as a Portfolio Manager Assistant at Johnson Investment Counsel and as an Operations Analyst at Pacholder Associates. Gary holds a Bachelor of Business Administration in Finance and Real Estate from the University of Cincinnati's Carl H. Lindner College of Business, along with education from Miami University and a diploma from Walnut Hills High School.