Brian Forth Email and Phone Number
Senior investment management professional with over 20 years of progressive experience in institutional and intermediary distribution. Expertise in direct sales, consultant relations, and sophisticated institutional client relationship management. Experience across traditional long-only domestic, international, and emerging market equities, as well as alternatives. Leadership skills across product management and distribution strategy for established and emerging firms. Mentored and managed junior team members with the development and growth of internal and external stakeholder relationships.
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Vice PresidentPremier Investments, LlcSan Francisco, Ca, Us
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Managing DirectorVoce Capital Management, Llc Mar 2022 - Aug 2023San Francisco, Ca, UsDirected the global business development, investor relations and marketing activities for a small cap activist long/short hedge fund. Engaged with institutional investors globally including foundations, endowments, family offices, pension plans, as well as consultants and RIAs. -
Manager Of Marketing And Business DevelopmentSkba Capital Management, Llc Sep 2017 - Mar 2022San Francisco, California, UsDirected all business development and relationship management efforts within the institutional and intermediary channels on behalf of the firm’s value equity and ESG investment solutions. Responsible for a national territory calling on institutional investors, consultants, advisors, and key accounts. Led the firm’s marketing strategy with the development of thought leadership, enhanced marketing collateral and a refined online presence. -
Director, Relationship ManagementWhv Investments, Inc. Sep 2002 - Nov 2016San Francisco, Ca, UsCultivated and maintained relationships with institutional consultants, independent registered investment advisors and family offices to strategically grow AUM through the introduction of new client solutions and thought leadership.Member of a team since 2002 that grew firm assets under management from $3 billion to nearly $18 billion. Part of the institutional distribution team that won over $4.3 billion in new business since 2002.Part of an executive team that wound down operations of the firm while maximizing shareholder value. -
Business Development AssociateState Street Research & Management Company Feb 2001 - Sep 2002Teamed with institutional sales, product management, client service, consultant relations and portfolio managers to produce high quality RFP, RFI and due diligence responsesMaintained multiple consultant databases on a monthly/quarterly basis
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Mutual Fund Custody Accountant IiInvestors Bank And Trust Company Jan 2000 - Feb 2001Responsible for maintenance of two dozen investment portfolios and general ledger accountsDaily use of internal computer fund tracking system (FACTS) and MS Excel to generate timely client reporting
Brian Forth Education Details
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Tufts UniversityBa
Frequently Asked Questions about Brian Forth
What company does Brian Forth work for?
Brian Forth works for Premier Investments, Llc
What is Brian Forth's role at the current company?
Brian Forth's current role is Vice President.
What schools did Brian Forth attend?
Brian Forth attended Tufts University.
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