Brian Goehl

Brian brings more than 25 years of wealth management and alternative investment distribution experience to Forum. As Managing Director – Client Portfolio Manager, Brian is responsible for investor client acquisition and capital raise efforts across the Midwest region.

Prior to joining Forum, Brian was a Vice President and Mega Wealth Market Leader at BlackRock, where he worked with many of the largest and fastest-growing RIAs across Indiana and Michigan. Before that, he held senior sales and leadership roles at DWS Investments, including Head of Alternative Investment Consultants and Alternative Investment Consultant.  Earlier in his career, Brian held distribution roles with Atlas Energy, CION Investments, Deutsche Bank, MFS Investment Management, and Wells Real Estate Funds.

Brian holds a Bachelor of Science degree from Purdue University, is a Certified Investment Management Analyst®, and holds FINRA Series 7, 24, 63, 65, and 66 licenses. Outside of work, Brian and his wife live in Carmel, Indiana, with their college-aged son and daughter. Together, they enjoy family vacations, discovering new restaurants, visiting friends, golf, and fitness.