You're signed outSign in or to get full access.
About
Pranil Vitha is a Portfolio Trader at Forum Financial Management, LP based in Chicago, IL, where he joined the firm in 2022. In his current role, he is part of the investment management team and is responsible for portfolio trading activities, with a focus on ensuring accurate execution across various asset classes within client accounts. His expertise spans equities, futures, and multi-asset strategies, reflecting his substantial background in futures and risk management.
Prior to joining Forum Financial, Pranil built his career in client services and futures risk at Lightspeed Financial Services Group from 2019 to 2022, and worked independently as a futures trader and client services specialist from 2014 to 2019. With over 15 years in trading roles, he brings extensive hands-on experience navigating U.S. and global equity and derivative markets.
Pranil holds degrees from Elmhurst College and the University of Illinois Chicago, foundational to his analytical and quantitative skill set. Over his career, he has contributed to advancing risk management practices and operational processes that support institutional and private client investment strategies, consistently focusing on the intersection of trading efficiency and client outcomes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Forum Financial Management, LP | Portfolio Trader | Jan 2022 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... |
| Lightspeed Financial Services Group | Client services and Futures Risk | Dec 2019 to Nov 2022 | — |
| Independent | Futures Trader and Client Services | Jan 2014 to Dec 2019 | Conduct market research, analyze/chart market conditions, work toward financial goals and review the precious metals and energy markets with emphasis on platinum and palladium. Develop algorithmic str... |
| International Trading Group,® L.L.C. | Futures Trader and Fixed Income Trader | Jan 2010 to Jan 2014 | Managed all facets of risk and technical analysis for numerous trades per day within CME metals and energy market complex. Analyzed and interpreted economic information and financial charts to execute... |
| Singer and Levinson Global Trading, LLC. | Trader | Jan 2005 to Jan 2007 | Managed all aspects of strategy development and implementation while leading market making and executing high volume spread trades of cash U.S. Treasuries vs. fixed-income derivatives options products... |
Education
Elmhurst College
University of Illinois Chicago
Skills & Expertise
Others at Forum Financial Management, LP (11)
| Name | Role | Location |
|---|---|---|
| Partner | Lake Forest, IL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Chicago, IL , United States | |
J John Adam | Partner | Lombard, IL , United States |
| Partner | Cohoes, NY , United States | |
| Associate | San Francisco, CA , United States | |
| Partner | Midlothian, VA , United States | |
A Andrew Carava | RIA Advisory Program Trader | United States |
J Jennifer Cray | Partner | Menlo Park, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Analyst | Hunter Perkins Capital Management, LLC | Chicago, IL , United States | |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |
| Partner | North Star Investment Management Corp. | Highland Park, IL , United States | |
| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States |