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AC

Andrew Carava

RIA Advisory Program Trader at Forum Financial Management, LP

United States

About

Andrew Carava is the RIA Advisory Program Trader at Forum Financial Management, LP, a role he has held since 2023. In this capacity, he is responsible for executing and managing trades within the advisory program, helping to implement diversified investment strategies for the firm’s clients. His expertise spans multiple asset classes, including fixed income, equities, and options, with a strong emphasis on supporting registered investment advisory (RIA) operations.

Prior to joining Forum Financial Management, Andrew spent nearly two decades at LaSalle St. Securities, where he held senior trading roles across fixed income, equity, and options markets. At LaSalle, he advanced to Vice President, Fixed Income, demonstrating deep specialization in trading and strategy within fixed income securities and portfolio execution.

Andrew earned a degree in Accounting from DePaul University, which underpins his technical and analytical proficiency in financial markets. Throughout his career, he has contributed to efficient trading operations and implemented best practices in execution across both advisory and brokerage environments, with particular knowledge in fixed income and multi-asset strategies.

Career History

OrganizationRoleDate RangeDetails
Forum Financial Management, LPRIA Advisory Program TraderJun 2023 to Present
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 managemen...
LaSalle St. SecuritiesFixed Income, Equity, Options Senior TraderJun 2003 to May 2023
Senior Securities Trade Desk Expert

Education

DePaul University

Accounting

Others at Forum Financial Management, LP (11)

NameRoleLocation
A Andrew Marwede
A Andrew Marwede
PartnerLake Forest, IL , United States
Daniel Drallmeier
Daniel Drallmeier
PartnerChicago, IL , United States
David McClellan
David McClellan
PartnerChicago, IL , United States
Jeffrey Doblin
Jeffrey Doblin
PartnerChicago, IL , United States
J
John Adam
PartnerLombard, IL , United States
Marie Stark
Marie Stark
PartnerCohoes, NY , United States
Ozobiara Umeh
Ozobiara Umeh
AssociateSan Francisco, CA , United States
Pranil Vitha
Pranil Vitha
Portfolio TraderChicago, IL , United States
Robert Methven
Robert Methven
PartnerMidlothian, VA , United States
J
Jennifer Cray
PartnerMenlo Park, CA , United States
Showing 1-10 of 11 team members

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