The Forum Group Financial Services Team

Practice Leader

917-579-5102 | M: 917-579-5102
JMinogue@forumgrp.com | LinkedIn

Jim’s expertise lies across all areas of financial services, including investment banking, international capital markets, investment management, and private wealth.  He is responsible for strategic planning as well as the day-to-day management of the financial services practice across all products and functions.

Jim serves as the Vice Chairman of the Board at Catholic Charities of Brooklyn and Queens.  He also serves on the Board of Advisors of the Peter J. Tobin School of Business at St. John’s University.

Investment Banking | Corporate Banking | Private Equity

212-687-4060 ext. 416 | M: 818-860-3219
kperron@forumgrp.com | LinkedIn

Khristopher spearheads the Investment Banking practice and co-leads the Banking practice. With nearly 10 years of senior executive search experience, he advises clients on talent acquisition, leadership advisory, succession planning, and human capital strategy. He has successfully placed senior and junior professionals across Bulge Bracket, Middle Market, and Elite Boutique firms.

Asset Management | Private Wealth Management | Portfolio Managers

212-687-4050 ext. 325 | M: 715-690-9118
dmonroe@forumgrp.com | LinkedIn

Dan specializes in recruiting experienced professionals across front- and middle-office functions within wealth management, asset management, investment management, family offices, and broker-dealers. His practice covers investment research, portfolio management, client advisory, product, risk, operations, and compliance roles.

Private Wealth Management

212-687-4050 ext. 342
rencina@forumgrp.com | LinkedIn

As Managing Director of Forum Group’s Private Wealth Management Practice, Ron assists Financial Advisors in finding the right career position within a Private Bank, full-service financial firm, wirehouse or as a Registered Investment Advisor. Ron has spent over ten years placing Financial Advisors in firms throughout the U.S. Ron started his career at the Hanover Search Group before moving to Willis Consulting, Inc. where he was the Regional Director specializing in the placement of Financial Advisors.

Operations | Risk Management | Compliance l Accounting & Finance

212-687-4050 ext. 367 | M: 516-551-9674
jbernesby@forumgrp.com | LinkedIn

Jesse focuses on placing professionals across operations, risk management, compliance, and accounting & audit functions. He partners with clients to identify talent that supports organizational efficiency, regulatory compliance, and strategic growth initiatives.

Technology | Data Science | Quantitative Analytics

212-687-4050 ext. 351 | M: 917-854-1810
jmittelman@forumgrp.com | LinkedIn

Jon has been with The Forum Group for over twenty-five years and leads the Information Technology practice. He recruits a wide array of IT professionals, including developers, business analysts, systems engineers, network engineers, information security specialists, quantitative analysts, and data scientists. His placements span asset managers, hedge funds, private equity firms, investment banks, broker-dealers, and fintech companies.

Head of Talent Acquisition

212-687-4050 ext. 311 | M: 718-938-9646
mrentzer@forumgrp.com | LinkedIn

Marc brings 25+ years of experience recruiting across financial services, private equity, technology, HR, life sciences, creative & digital, legal, advertising, and supply chain. He is committed to delivering tailored talent solutions that align with clients’ strategic objectives.

Human Resources Search

212-687-4050 ext. 353 | M: 201-873-2360
respina@forumgrp.com | LinkedIn

Ruth leads the Human Resources search practice, placing top talent across all areas of HR—including HR business partners, total rewards, talent management, recruitment, compensation, HR systems, employee relations, and learning & development. With over 25 years of experience, she is a trusted advisor to both clients and candidates.

Controller

212-687-4050 ext. 339
mdiamond@forumgrp.com | LinkedIn

Marty is responsible for managing the financial operations, reporting, and internal controls of the Financial Services Practice. In his role, Marty prepares and reviews financial reports, develops and monitors budgets and forecasting metrics, manages accounting systems and payroll, and implements internal controls to prevent errors and fraud.