Jeffrey Doblin

Jeffrey Doblin is a Partner at Forum Financial Management, LP in Chicago, Illinois, where he leads client advisory, investment research, and wealth management services for high-net-worth individuals and families. Since joining the Forum team in 2017, Doblin has advanced from Financial Advisor to partnership, reflecting his commitment to client service and innovation within Forum’s nationally recognized RIA platform. His responsibilities include overseeing portfolio management, conducting manager research, and developing financial planning strategies tailored to complex investment needs, with a particular focus on equities, fixed income, and alternative investments.

Previously, Doblin served as a Senior Consultant at Bourbon Financial Management, LLC, where he specialized in investment research and planning for diverse client segments. His career has been distinguished by an emphasis on ethical advisory practices and expertise in evaluating asset managers and investment strategies. Across his advisory roles, Doblin has contributed to firm growth and industry thought leadership, including Forum's recognition as a top RIA by Financial Advisor Magazine in 2025.

Doblin earned a Bachelor of Science in Accounting from The University of Alabama and holds a degree from Illinois Institute of Technology, underlining his strong technical foundation. He is a CFA® and CFP® professional, credentials that demonstrate his depth of expertise in investment analysis, portfolio construction, and comprehensive wealth planning. Doblin’s sector coverage includes domestic and global equities, taxable and municipal bonds, and select alternative investments, supporting his reputation for advanced investment research and client-centered solutions.