Nirav Batavia

Nirav Batavia is the co-Managing Partner of Forum Financial Management, LP and co-Director of Forum's Investment Committee, as well as the Chief Technology Officer with 16 years of extensive experience in the financial services industry.

His professional journey includes managing a $1 billion fixed-income portfolio at Citigroup, co-founding an $80 million fixed-income hedge fund, and holding various key positions in organizations such as Owl Technologies, NutshellMail.com, and Hayman Capital.

Nirav is a CFA charterholder and holds a Bachelor's degree in Economics with a concentration in Finance from The Wharton School of the University of Pennsylvania, along with a Bachelor's degree in Electrical Engineering from Penn Engineering. He furthered his education by earning an MBA from The University of Chicago Booth School of Business, specializing in Entrepreneurship and Accounting.

His expertise spans across Portfolio Management, Financial Planning, Financial Advisory, Fixed Income Trading, General Management, Product Management, and Consumer Marketing.

Nirav's dedication to the financial sector and his well-rounded educational background have contributed significantly to his success and leadership roles in the industry.