Abby brings more than 19 years of investor relations, wealth management and compliance experience to Forum. As Director – Investor Services, Forum Capital Advisors, Abby is responsible for managing all of Forum’s investor client relationships including new investor onboarding, investor reporting, investment offerings, communications, and events.
Prior to joining Forum, Abby was Vice President of Investor Relations at Benefit Street Partners (which acquired Broadstone Real Estate), where she previously served as Director of Investor Services managing an investor base of 4,000+ investors. Abby has also helped launch new private offerings focusing on due diligence and compliance.
Abby holds a Bachelor of Arts in Psychology with a minor in Sociology from the State University of New York at Geneseo and also has a Securities Industry Essential (SIE) license from FINRA. Outside of work, she is an avid Buffalo Bills fan, is learning to play the violin, and enjoys spending time with her husband and watching their two boys play football, hockey, baseball, and soccer