Jeffrey Stark

Financial Advisor

Cohoes, NY 12047

Jeffrey Stark

Financial Advisor


Why I Became a Financial Advisor

Choosing a career as a financial advisor is a unique opportunity to fulfill a personal entrepreneurial life ambition while more importantly experiencing both the challenge and reward in making a positive difference in the overall lives and financial peace of mind for each and every client.

My primary focus is building lasting client relationships, helping each of our clients make a lifetime of sound financial decisions through personalized, practical and objective financial advice.


Jeffrey Stark joined Forum Financial Management in 2018 and currently serves as a Financial Advisor. Following retirement from a 35-year career in technology and data analytics with Rensselaer Polytechnic Institute, he joined Stark & Basila Certified Public Accountants, P.C. in 2018 as a client services associate supporting the financial services team. He became an advisor in 2019.

Throughout his professional career, Jeff’s philosophy has been to build lasting, personalized client relationships focused on understanding. Using this same philosophy coupled with his analytics background, he looks forward to helping clients achieve their personal financial goals.

Jeff earned a bachelor’s degree in computer science from Siena College in Loudonville, New York.

In his free time, Jeff enjoys playing golf, cooking for his family, taking long walks on the beaches of Maine and cherishing time with family and close friends.


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