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Wednesday, June 20, 2007

Forward Steps Up with Two New Board Members

News summary by MFWire's editors

Toby Rosenblatt and Jeffrey P. Cusack have joined the board of directors at Forward Management, LLC, a San Francisco-based investment management firm. Rosenblatt currently serves as president of Founders Investments Ltd., a private investment company, as well as director of the BlackRock Funds. Jeffrey P. Cusack is managing director for REX & Co., a real estate investment company in San Francisco. Previously, he was executive vice president, head of sales and marketing for JPMorgan Private Client Services.


Forward Management, LLC (Forward), a San Francisco-based investment management boutique firm, today announced that Toby Rosenblatt and Jeffrey P. Cusack have been added to the Forward Management Board of Directors.

“Forward Management is extremely pleased with the new expansion of our Board,” said Alan Reid, president of Forward Management. “Both of these individuals are proven professionals whose expertise and relevant experience will greatly enhance the management capabilities of the Forward Management Board of Directors.”

Toby Rosenblatt serves as president of Founders Investments Ltd., a private investment company, as well as director of the BlackRock Funds. Rosenblatt has a career in financial management that spans more than 40 years, including being a former board member of the State Street Research Mutual Funds and the MetLife Series Mutual Funds. Rosenblatt also serves as a director and trustee on a number of civic and community organizations. He was appointed by President Clinton as one of the founding board of directors of the Presidio Trust and reappointed by President Bush in 2001, serving as chairman of that board until 2005. He holds a BA from Yale University and an MBA from Stanford University.

Jeffrey P. Cusack is managing director for REX & Co., a real estate investment company in San Francisco. Previously, Cusack was as executive vice president, head of sales and marketing for JPMorgan Private Client Services, leading a group serving high net-worth clients. Prior to that, Cusack was senior vice president and head of managed accounts for Charles Schwab. For twelve years, Cusack was senior vice president and divisional director of Smith Barney Consulting Group where he supported Financial Consultants serving high net worth investors and institutions. Cusack is a Certified Investment Management Analyst and holds a B.A. in Business Administration from New England College.

About Forward Management, LLC

Forward Management, LLC, based in San Francisco, is the investment advisor to the Forward Funds, a family of fourteen mutual funds. The firm also offers a range of separately managed accounts including REIT, Equity Income and Micro Cap. Forward Management is an affiliate of ReFlow Management, which developed ReFlow, an innovative liquidity tool for portfolio managers that provides enhanced performance and tax efficiency. ReFlow is used by the Forward Funds, as well as other leading mutual fund managers.

Forward Management offers institutional money managers, financial advisors and individual investors access to industry leading investment managers, investment products and services. The firm specializes in identifying sub-advisors who have long track records of managing assets in specific investment disciplines and asset classes. More information on Forward Management and the Forward Funds can be found at www.forwardfunds.com. 

Edited by: Erin Kello


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