FORUM Credit Union is proud to announce recent organizational transitions in its Private Client Group.
Jim Carr, who started his career at FORUM Credit Union in 2010 as the Vice President - Commercial Group, has been named Vice President - Commercial & Investment Services, as he expands his leadership to include FORUM’s Private Client Group. Jim has more than 25 years of experience in the financial services industry and is a graduate of the Purdue University Krannert School of Management and Wabash College.
Benji Banks has been promoted to Assistant Vice President - Private Client Group. In this role, Benji will continue to provide investment advisory and financial planning services to clients, while also taking on a leadership role on the team. Benji has over ten years of financial advisory experience, is a Certified Financial Planner (CFP®), and received his degree from Anderson University.
“FORUM’s Private Client Group has over $158.2 million in assets under management and we are delighted to have such strong leadership and experience in both Jim and Benji,” says FORUM’s Chief Operating Officer Andy Mattingly.