Adriana Pyc Forhan, CFP®

Experience

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  Reservoir Capital Group

  Feb 2013 - Sept 2017

  Hedge Fund Seeding

  Reservoir, a privately held investment firm, was founded in 1998 based upon the belief that patient capital and a flexible investment mandate are competitive advantages in the pursuit of superior, long-term risk-adjusted returns. In 2012, the firm raised Reservoir Strategic Partners Fund. The fund had a hedge fund focus with private-equity like structure; identifying, seeding, and incubating hedge fund managers.

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  Clarfeld | Citizens Private Wealth

  Feb 2018 - Aug 2021

  Personal Financial Planning

  Clarfeld is a wealth management firm and multi-family office offering solutions designed for the complex needs of high-net-worth individuals, families, and foundations. Clarfeld coordinates and manages wealth and financial affairs using a customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles.In January 2019, Clarfeld merged with Citizens Bank resulting in the addition of banking, lending, and mortgages. Show less

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  Shufro Rose

  Aug 2021 - Oct 2023

  Personal Financial Planning

  Founded over eight decades ago, the registered investment adviser guides individuals and families on a wide range of financial decisions. The firm is comprised of four distinct advisory groups, united by the firm’s rich history and robust compliance and operations platforms.Depending on the specific situation, and wants and needs, tailored financial plans can encompass some, or all, of the following components:* Retirement planning* Investment management* Tax optimization* Estate planning* Insurance and asset protection* Charitable giving* Education planning* Planning for the next generation such as budgeting* Special needs planning Show less

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  Self-employed

  Oct 2023 - now

  Personal Financial Planning Contractor

  Drawing from a wealth of experience in designing and implementing comprehensive financial planning offerings, I am partnering with independent advisors seeking to streamline their operations by entrusting the creation of client deliverables and plans to a seasoned professional.* Leverage expertise to craft tailored financial plans and client-facing deliverables* Work closely with advisors to ensure alignment with their clients’ needs and objectives* Offer specialized support to free advisors to focus on relationship-building and business development Show less