Cohoes, NY Office

Amanda D'aprile is a Series 65-registered financial advisor with Forum Financial Management, LP, where she has worked for six years. She has prior experience at KPMG and has held accounting roles at Stark & D'Aprile CPAs PC and Stark & Basila CPAs PC. In addition to her advisory work, she serves as Vice President and Certified Public Accountant at Stark & D'Aprile CPAs PC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, employing a Modern Portfolio Theory approach with model portfolios primarily composed of DFA institutional mutual funds and ETFs.

Marie Stark is a financial advisor at Forum Financial Management, LP with 26 years of industry experience. She holds a Series 66 designation and has a background that includes roles at Forum Financial Management since 2016 and Purshe Kaplan Sterling Investments from 2016 to 2020. Outside of advising, Stark serves as President and Certified Public Accountant of Stark & D'Aprile CPAs PC, providing accounting and tax services. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through its turn-key asset-management platform and back-office services.

Sage D'aprile is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has prior experience at Stark & D'Aprile CPAs PC, where he worked in accounting and tax services. D'aprile also served in the United States Marines and remains on inactive reserve status. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.