Todd J. Forman

Todd J. Forman

CFP®, Executive Director, Private Wealth Advisor, Steinberg Forman Group at Morgan Stanley

Todd J. Forman, executive director and private wealth advisor, has worked in the financial services industry for 17 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.

Contact Details

1290 Avenue of the Americas
12th Floor
New York, NY 10104

212.893.7502 Website
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