Sherwood (Woody) Forman

Sherwood (Woody) Forman

Chief Compliance Officer

Woody manages interactions with regulatory agencies, investment companies, and retirement plan providers to ensure our strategies are implemented with precision. He holds the FINRA 65 license, and is also a Florida Licensed Life, Health, and Variable Annuity Agent. Woody graduated from The University of Miami with his Bachelor’s degree in Accounting, and earned his MBA in Finance.