Johnathan brings more than 10 years of financial services experience to Forum, specifically in financial analysis, fund accounting, trading operations, and reconciliation. As Associate Director – Fund Operations, Forum Capital Advisors, Johnathan oversees the day-to-day fund operations of Forum’s various investment offerings, including assisting with the regulatory management of all investment vehicles.
Prior to Forum, Johnathan was Senior Fund Accountant at SS&C Technologies, where he was responsible for transaction processing, internal and external bank account reconciliations, and financial reporting for fund clients. Before that, he was Financial Operations Reconciliation Analyst at Funding Circle U.S., and held two, progressive positions in operations and reporting with Charles Schwab & Co.
Johnathan is currently pursuing a degree in Banking from Metropolitan State University of Denver to add to his financial background. As a U.S. Air Force combat veteran, he knows how to work hard and play hard. Outside of work, Johnathan is an avid sports fan (especially all local teams, track & field, and Formula 1 racing) and also loves to hike and camp with his wife Vanessa, son Noah, and dog Obie.