Forrest is dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives. He possesses an exceptional understanding of financial planning and a demonstrated track record of developing enduring relationships.
Forrest began his career with a private banking team at Merrill Lynch during his senior year of college. From there, he joined First Republic’s private wealth management division where he was the lead point person for client relationships, exemplifying personal attention and management of holistic wealth solutions.
Forrest graduated from Hobart and William Smith Colleges where he earned a B.A. in economics and media & society, graduating with honors as a Presidential Leadership Scholar. He holds both the Series 63 and 65 and is a duly Registered Investment Advisor. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
Being able to work with a range of clientele on such a personal level has allowed me to create relationships that go beyond the office.
I would open a series of restaurants where I could curate the menu and wine program—and be the designated taste tester.
My interests include fitness, culture and exploring cities with my wife and Portuguese water dog.