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    Nirav Batavia

    Co-Managing Partner at Forum Financial, CEO of Owl Technologies

    Nirav Batavia is a co-Managing Partner at Forum Financial Management, LP, a Registered Investment Advisor with over $3.8 billion under management.1 He also serves as co-Director of Forum's Investment Committee and Chief Technology Officer.2 With 18 years of experience in the financial services industry, Batavia has a diverse background that includes:

    1. Experience as a trader and portfolio manager at Citigroup, managing a $1 billion fixed-income portfolio.2
    2. Co-founding an $80 million fixed-income hedge fund in 2008.2
    3. Entrepreneurial experience in social media companies, including roles at NutshellMail (acquired by Constant Contact).12

    Batavia is currently the CEO of Owl Technologies, LLC, a technology service provider for Registered Investment Advisors.1 He is a CFA® charterholder and holds degrees from:

    • The Wharton School of the University of Pennsylvania (BS in Economics with a concentration in Finance)
    • Penn Engineering (BSE in Electrical Engineering)
    • The University of Chicago Booth School of Business (MBA with concentrations in entrepreneurship and accounting)12

    At Forum Financial Management, Batavia focuses on providing comprehensive financial planning and wealth management services to clients, emphasizing a long-term perspective and independent advice.2

    Related Questions

    What are Nirav Batavia's key achievements at Forum Financial Management, LP?
    How did Nirav Batavia transition from a hedge fund manager to a financial advisor?
    What is the role of Owl Technologies, LLC in Nirav Batavia's career?
    How does Nirav Batavia integrate technology into financial advisory services?
    What inspired Nirav Batavia to become a fiduciary advisor?
    Nirav Batavia
    Nirav Batavia, photo 1
    Nirav Batavia, photo 2
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    Location

    Greater Chicago Area