Manny Robles

Backoffice Associate

Lombard, IL 60148

ABOUT MANNY

Manny Robles joined Forum Financial Management in 2017. He currently serves as a Backoffice Associate. Prior to joining Forum, Manny worked in operations for Travelers Insurance and as a client service associate for a regional wealth management firm.

As a member of the Operations team at Forum, he carries out daily trading operations and manages accounts for advisor firms. In this role, he works closely with Forum’s advisors processing trades and implementing portfolio updates.

Manny earned a bachelor’s degree in finance from Aurora University in Aurora, Illinois.

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