Forest Capital Management
Independence. Advocacy. Transparency. We embody these morals by solely and exclusively advising on retirement plans and their participants in a co-fiduciary capacity. We excel at providing modern solutions to what is otherwise an outdated industry. Through improved investment monitoring, tactical financial wellness education, and ongoing fiduciary training, our goal is to empower you and your people towards a successful retirement. With our unique mix of expert guidance and strategic execution, we will help you build programs that work well for your current business environment but are flexible enough to evolve along with you and your workforce. Consult an advisor today.(FCM does not use external recruiters or agencies to fill our employment positions. Any unsolicited contact claiming to represent our company for recruitment purposes is not authorized and should be considered spam.)
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Verified contacts
8
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
120
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- MG
Mallory Grove
Director · General Business & Management
EmailPhone - MB
Madeleine Baxa
Client Advisor · Sales & Business Development
EmailPhone - BJ
Brian Jessen
President · General Business & Management
EmailPhone - JP
John Patrinos
CFO · Finance & Accounting
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Forest Capital Management
8 distinct titles indexed · top 8 shown.
- 1cfo
- 1client advisor
- 1director
- 1finance specialist
- 1investment analyst
- 1president
- 1senior client advisor
- 1vice president
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