Jonathan Marichal Rogers serves as a Co-Managing Partner at Forum Financial Management, LP since January 2012, where a team of partners and advisors provides comprehensive support to investors in wealth building, management, and preservation. Prior to this role, Jonathan held the position of Senior Associate in Financial Advisor Services at Dimensional Fund Advisors from January 2007 to August 2010. Jonathan holds an MBA from The University of Chicago Booth School of Business, with concentrations in Finance, Entrepreneurship, Marketing, Analytic Management, and Operations Management, and a BBA in Finance and BA in Plan II Honors from The University of Texas at Austin. Education also includes graduation from Georgetown High School in 2002.
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