Nick Perez

Director of Operations – Forum Capital Advisors

Nick brings over 15 years of financial industry and operations experience to Forum. As Director of Operations of Forum Capital Advisors (affiliate of Forum Real Estate Group), Nick is responsible for maintaining the middle and back-office operational infrastructure and processes.

Prior to joining Forum, Nick was at ArrowMark Partners where he held several positions in which he was responsible for managing the firm’s investment operations and working with the investment team with a focus on structured products. Before that, Nick was Investment Analyst at Great-West Life & Annuity.

 

Nick holds a B.S. in Business Administration/Finance from the University of Colorado-Boulder and an M.B.A. in Finance & Accounting and International Business from Regis University. He also holds the Chartered Financial Analyst (CFA) designation. Nick lives in Denver with his wife, Kim.

303-501-8855

NPEREZ@FORUMCAPADVISORS.COM