Jared Forman
Principal (Non-CPA Consultant)
New York, NY
Industry Focus
  • Financial Services
  • Global and National Financial Institutions
Service Areas
  • Advisory
  • Risk Advisory
  • Finance & Process Transformation
  • Regulatory Services & Risk Management

Overview

Jared is the Managing Partner for the New York Office of DHG. He focuses on advising clients in the banking and insurance industries on a broad range of topics within the finance, risk and treasury disciplines. His main areas of focus are stress testing, model risk management, data governance, liquidity risk, operational risk management and regulatory response.

Jared is a trusted advisor to industry in navigating large scale transformative initiatives. He works with the C-Suite to strategize responses to and opportunities stemming from industry change and emerging trends. He began his career advising clients on pension risk issues, performing pension plan valuations and plan designs. He then shifted his focus to the advisory space and leads projects that are both qualitative and quantitative in nature. His combination of actuarial, financial and mathematical background allows him to clearly describe technical concepts related to financial risk and ERM to a wide variety of audiences.

Experience


Professional Organizations
  • Fellow of the Society of Actuaries (FSA)
  • Chartered Enterprise Risk Analyst (CERA)
  • Financial Risk Manager (FRM)
Education

In the Community

Honors

Licenses

Knowledge Share