Board Chair · Forest Investment Associates
Marc A. Walley
CRD 5655537 · Named on Form ADV at one SEC-registered adviser
At a glance
Forest Investment Associates, an SEC-registered asset manager based in Atlanta, GA with $5.2 billion in regulatory assets, lists Marc A. Walley on its Form ADV as Board Chair, a control person.
Firms and roles
- Forest Investment AssociatesBoard ChairAsset manager · Atlanta, GA · $5.2B in regulatory assets
AtlasMembers
Marc’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christina D. KleinManaging Director, Head of Corporate Finance and HR, Forest Investment Associates
- Michael P CerchiaroPresident & CEO, Forest Investment Associates
- ANDREW l. BOUTWELLSR. Managing Director, Head of Investment Management, Forest Investment Associates
- Darcy L AustinManaging Director, Head of Client Accounting, Forest Investment Associates
- Michael D. MacarthurChief Compliance Officer, Forest Investment Associates
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.