Name: James Forman Company Name: NMS CAPITAL ASSET MANAGEMENT, INC.Biography: JAMES J. FORMAN, DIRECTOR OF WEALTH MANAGEMENT
James has more than three decades of sales, management, marketing and advertising experience; working with individuals, business owners and C level executives. As the Director of Wealth Management for NMS Capital Asset Management, Inc. he is responsible for creating individualized solutions for each of his clients and works closely with high net worth individuals and institutional investors to establish their financial objectives. Before NMS, James began his career in Rochester, NY working 15 years for RG-Data, the largest computer dealer on the east coast, as an outside sales and service representative; while attending Rochester Institute of Technology.
James moved to Los Angeles in 2000 to expand his career in sales management, marketing and advertising. He was the Sales and Operations manager for Advanced Inhalation Revolutions a start-up medical device company located in Venice Beach; where he helped launch several new industry products.
After helping launch Advanced Inhalation Revolutions, James was an Executive Advertising Representative with Bow Tie Inc., the largest pet publishing company in the world. In 2007 he was recruited as the Sales and Operations Manager to help launch e-Display Group, a division of Abex Exhibit Systems, that sold exhibit industry products to Fortune 500 companies.
When the recession hit in 2008 James made a career change and entered the financial services industry; starting as an intern with Lyons Futures selling trading strategies, while learning to trade the futures markets.
James has completed extensive college courses in Computer Science, Economics, Finance and Advertising and retains: Series 7, 66 securities licenses, along with a California Life, Accident and Health & Property and Casualty licenses.
When it comes to the right investment solution, investors have a difficult choice to make. It means choosing an investment process that follows a plan designed to meet their investment goals while delivering results that also reduce risk.
NMS Capital Asset Management, Inc. is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission that focuses on providing Investment Advisory and Investment Management services to individual and institutional clients.
The NMS Capital investment approach combines the client-focused service which was the corner-stone of European Private Banks and Investment Advisory firms of the last few centuries with state-of-art technologies and theories on portfolio construction, risk management and asset allocation.