Todd J. Forman, executive director and private wealth advisor, has worked in the financial services industry for 15 years. His areas of focus include financial planning and portfolio construction. In addition to being a CERTIFIED FINANCIAL PLANNERTM, Todd was a practicing attorney at Schulte Roth & Zabel LLP in New York City. He earned his BA from the University of Wisconsin–Madison and his JD from Seton Hall University School of Law.
At a Glance
Financial Services Experience
Asset-based and commissions (investment and insurance products)
Primary Custodian for Investor Assets
Morgan Stanley Smith Barney LLC
Assets Under Management $1.8 billion (team, as of 12/31/16)