Steve Minturn

Experience

1. Financial Advisor

   Forum Financial Management, Lp

   Nov 2021 — Present · Denver, CO, US

   At Forum Financial Management, we help investors build, manage, and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning. With the foundation of this technical knowledge, we can spend more time on what we truly enjoy: getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone\'s financial life, we are able to design an investment plan that strives to achieve a client\'s short- and long-term goals. That\'s what we consider to be the real value of an advisor. Forum Financial Management, LP is a Registered Investment Advisor. The home office is located at 1900 South Highland Avenue, Suite 100, Lombard, IL 60••••••••20). What I post on here is my opinion, not the opinion of Forum.

Education

• The University of Chicago - Booth School of Business

  Master of Business Administration (MBA)

• University of Wisconsin-Madison

  Bachelor of Business Administration (BBA)