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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Forum Financial Management, LP | RIA Advisory Program Trader | Jun 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. Securities | Fixed Income, Equity, Options Senior Trader | Jun 2003 to May 2023 | Senior Securities Trade Desk Expert |
Education
DePaul University
Accounting
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 | |
| Portfolio Trader | Chicago, IL , United States | |
| Partner | Midlothian, VA , United States | |
J Jennifer Cray | Partner | Menlo Park, CA , United States |
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