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Nirav Batavia

Nirav Batavia

Co Managing Partner | Forum Financial Management, LP

Chicago, Illinois, United States

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Nirav Batavia

Summary

Nirav Batavia is a seasoned financial professional with over 18 years of experience in the financial services industry, currently serving as Co-Managing Partner at Forum Financial Management. His impressive background includes managing a billion-dollar fixed-income portfolio at Citigroup and co-founding an 80 million fixed-income hedge fund. Nirav holds multiple degrees from prestigious institutions, including an MBA from The University of Chicago Booth School of Business and dual Bachelor's degrees in Economics and Electrical Engineering from the Wharton School. He is also a CFA charterholder, demonstrating his commitment to excellence in financial analysis. Nirav's leadership extends to his role as CEO of Owl Technologies, where he leverages technology to enhance the client experience in financial advisory. His expertise spans portfolio management, financial planning, and product management, making him a well-rounded leader in the finance sector. Outside of his professional endeavors, Nirav is passionate about using technology to drive efficiency in financial services.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Nirav Batavia

Work Experience

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Co Managing Partner at

Forum Financial Management, LP

May 2017 - Present

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Partner at

Forum Financial Management, LP

January 2015 - Present

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CEO at

Owl Invest

November 2011 - Present

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Social Media Specialist at

Constant Contact

May 2010 - July 2010

💼

VP of Interactive Marketing at

Nutshellmail Com

February 2009 - May 2010

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Managing Member at

HAYMAN CAPITAL PTY LTD

February 2008 - December 2008

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Associate at

Citi

January 2003 - January 2008

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Nirav Batavia

Education

University of Chicago Booth School of Business, Master Of Business Administration (Mba)

January 2010 - January 2012

Wharton School, Bachelor Of Science (Bs)/Bse

January 1999 - January 2003

Frequently Asked Questions about Nirav Batavia

What is Nirav Batavia email address?

Nirav Batavia's primary email address is ********@forumfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nirav Batavia work for?

Nirav Batavia is a Co Managing Partner at Forum Financial Management, LP, a company specializing in Functions related to depository banking.

Where Nirav Batavia graduated from?

Nirav Batavia holds a degree in from University of Chicago Booth School of Business.

How can I directly contact Nirav Batavia?

To contact Nirav Batavia directly, you can use the email address ********@forumfinancial.com. Complete contact information is available upon registration with Muraena.

Who is Nirav Batavia?

Nirav Batavia is a seasoned financial professional with over 18 years of experience in the financial services industry, currently serving as Co-Managing Partner at Forum Financial Management. His impressive background includes managing a billion-dollar fixed-income portfolio at Citigroup and co-founding an 80 million fixed-income hedge fund. Nirav holds multiple degrees from prestigious institutions, including an MBA from The University of Chicago Booth School of Business and dual Bachelor's degrees in Economics and Electrical Engineering from the Wharton School. He is also a CFA charterholder, demonstrating his commitment to excellence in financial analysis. Nirav's leadership extends to his role as CEO of Owl Technologies, where he leverages technology to enhance the client experience in financial advisory. His expertise spans portfolio management, financial planning, and product management, making him a well-rounded leader in the finance sector. Outside of his professional endeavors, Nirav is passionate about using technology to drive efficiency in financial services.

Nirav`s contact details

mail

********@forumfinancial.com

*****@owlinvest.com

********@forumfin.com

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