Michael Forstl Email & Phone Number
CCO and Head of Distribution @ Exos
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Michael Forstl Location
- New Canaan, CT, US
Michael Forstl Work
- CCO and Head of Distribution @ (November 2023 - Present)
- Managing Director and Head of Distribution @ (February 2023 - November 2023)
- Advisor @ (January 2018 - Present)
- CEO Morgan Creek Capital Distributors, Senior Managing Director Head of Distribution @ (November 2014 - February 2023)
- Principal @ Strategic Intro (January 2013 - November 2014)
- Senior Vice President, Head of Independent and Regional Broker Dealer Distribution @ (June 2009 - February 2013)
- Principal @ Strategic Intro (January 2009 - June 2009)
- Managing Director Structured Products Consulting Group @ (January 1991 - January 2009)
- Managing Director Eastern Division Nuveen Advisor Consultants @ (December 2001 - September 2006)
- Managing Director Financial Institutions Group @ (January 1996 - January 2001)
- Vice President New Business Development @ (January 1991 - January 1996)
- Assistant Vice President Regional Wholesaler @ (January 1989 - January 1991)
- Institutional Sales and Trading @ (September 1987 - January 1989)
Michael Forstl Education
- University of Georgia - Franklin College of Arts and Sciences
BA (Economics)
1982-1985 - Horace Greeley High School 1976-1980
- The Wharton School
Activities and societies: Graduate of the Securities Industry Institute (2001-2004)
Michael Forstl Skills
- Financial Services
- Separately Managed Accounts
- ETFs
- Equities
- Asset Allocation
- Strategy
- Fund Of Funds
- Executive Management
- Wealth Management Services
- Hedge Funds
- Series 24
- Relationship Management
- Investment Strategies
- Alternative Investments
- Bonds
- Investments
- Strategic Planning
- Asset Managment
- Wealth Management
- Mutual Funds
- Sales Management
- Marketing
- Asset Management
- Research
- Separately Managed
- Series 7
- Securities
- Investment Management
- Structured Products
- Team Building
- Finance
- Leadership
Michael Forstl Summary
- Michael Forstl, based in New Canaan, CT, US, is currently a CCO and Head of Distribution at Exos. Michael Forstl brings experience from previous roles at Exos, RealBlocks, Morgan Creek Capital Management, LLC and Strategic Intro. Michael Forstl holds a 1982 - 1985 BA in Economics @ University of Georgia - Franklin College of Arts and Sciences. With a robust skill set that includes Financial Services, Separately Managed Accounts, ETFs, Equities, Asset Allocation and more. Michael Forstl has 2 emails and 4 mobile phone numbers on RocketReach.
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