Nirav Batavia

Nirav Batavia is the co-Managing Partner of Forum Financial Management and co-Director of Forum's Investment Committee with a role as Chief Technology Officer.

With 18 years of experience in the financial services industry, Nirav has a strong background that includes managing a $1 billion fixed-income portfolio at Citigroup and co-founding an $80 million fixed-income hedge fund.

He is a CFA® charterholder and holds a Bachelor's degree in Economics with a concentration in Finance from the Wharton School, University of Pennsylvania, and a Bachelor's degree in Electrical Engineering from Penn Engineering. Additionally, he earned his MBA from The University of Chicago Booth School of Business with focuses on Entrepreneurship and Accounting.

Nirav's specialties include Portfolio Management, Financial Planning, Financial Advisory, Fixed Income Trading, General Management, Product Management, and Consumer Marketing.

Throughout his career, Nirav has been associated with various organizations such as Forum Financial Management, LP, Owl Technologies, LLC, Constant Contact, NutshellMail.com, Hayman Capital, and Citigroup.