Paul Lobosco

Paul Lobosco is the President of Forward Capital Management, LLC, a firm based in Red Bank, New Jersey, specializing in independent portfolio management and financial advisory services. He has over 30 years of experience in the finance industry and is recognized as a pioneer in fee-based financial relationships, advocating for a conflict-free investment environment that prioritizes clients' best interests over commission-based structures.123

Under his leadership, Forward Capital Management focuses on a comprehensive approach to personal finance, including investment monitoring, estate planning, and risk management strategies, particularly for clients approaching retirement. The firm aims to balance risk and return effectively, providing tailored financial solutions to meet individual client goals.1

Lobosco has also held previous positions, including Vice President, and is actively involved in various financial strategies, such as income-producing investments, cash management, and the use of mutual funds and ETFs.3 Additionally, he is known for hosting a podcast titled "The Curators," which explores financial topics and insights.24