Seth M. Stammler, Cfa, Cfp® Email & Phone Number

Greater New York City Area

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 management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy —getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone’s financial life, we are able to design an investment plan that is built to achieve a client’s short- and long-term goals. That’s what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).What I post on LinkedIn is my opinion, not the opinion of Forum.

Greater New York City Area

Bluestone Financial Management was an independent, fee-only, New York State registered investment advisory located in the Tri-State area. We constructed tailored portfolios for our clients based on their individual financial situation, investment objectives, income needs and risk tolerance. The core pillars of Bluestone's Investment Philosophy included targeted asset allocation, broad diversification, passive management and tax-efficient portfolio rebalancing strategies.

Greater New York City Area

Built and maintained mutually beneficial relationships between Morgan Stanley and its largest institutional investors in the fixed income division. Analyzed client portfolios to effectively provide optimal product suite to fit client strategies and needs. Pitched and executed profitable trading strategies to clients based on macro economic, fundamental and technical views. Responsible for 100% increase in production annually from 2014 to 2016. Served as a mentor to new analysts in the division to ensure quick and successful acclimation to the firm. Managed Summer Analyst Interns for two years, teaching individuals the fixed income markets, aiding project presentations and ultimately leading to the full-time hiring of a few individuals each year.

Developed leadership skills as team captain, inspiring teammates and serving as a liaison between players and coaches. Performed in high pressure situations (in front of large crowds), utilizing quick, calculated decisions to neutralize the oppositions primary offensive threat in pivotal playoff matchesThrived in a competitive environment where both proactive and reactive thought processes were crucial. Mentored first year players to ensure acclimation to the team and maximize their contributions both on and off the field. Exemplified great versatility, positional strategy and teamwork playing every position on the field excluding goalie . 2008 Western Conference Champion and MLS Cup Finalist. Selected 18th overall by the New York/New Jersey MetroStars in the 2004.

Assisted President of Olympus Group with insurance agency acquisitions in TexasSpecialized in making first contact with potential agencies on behalf of Nationwide Insurance

Master, Business Administration; Analytical Finance, Economics And Econometrics & Statistics

Member of the Investment Banking Group (Sales & Trading), Emerging Markets Group

Bachelor Of Science, Finance And Marketing