Paul Lobosco is a finance expert who has been helping clients achieve their financial goals for over 30 years. He is the President of Forward Capital Management, LLC, a boutique investment firm that provides personalized investment advice and wealth management strategies. Before founding his own firm, Lobosco held several positions at Paine Webber/UBS, Smith Barney/Shearson, and J.H. Whitney & Co. He has a Bachelor of Science in Accounting from City University of New York-Baruch College and a Master of Business Administration in Finance from Fordham University Graduate School of Business Administration, where he graduated Magna Cum Laude.

As an investment advisor, Lobosco has expertise in income-producing and wealth preservation strategies, cash management, equities, municipal and corporate bonds, mutual funds, ETFs, REITs, and preferreds. He works with clients to create custom investment portfolios that are designed to meet their specific needs and goals. He believes that the right asset and sector allocation is key to achieving those objectives and uses research from various sources to make informed decisions.

Lobosco is committed to providing his clients with an extra level of personal care and takes the time to manage their investments on a daily basis. He monitors portfolios carefully and makes adjustments based on macro and micro factors. Lobosco also works with his clients' attorneys and accountants to ensure the best path to their financial goals.