04/01/2025
"Please join us in welcoming Dan Monroe to The Forum Group as our new Director of Asset Management! Dan brings years of experience in financial services recruitment, leadership, and business development—with a genuine passion for connecting with people.
About Dan:
✔️ Expertise in asset management and financial services, with experience at top firms like Spencer Stuart and Charles Schwab
✔️ Proven success in building and leading executive recruiting functions
✔️ A people-focused approach to recruiting for long-term success
✔️ Believes authenticity, curiosity, and kindness are key to strong partnerships
Dan’s recruiting journey began during his philosophy studies, and his passion for the human side of hiring has grown ever since. To him, recruiting is more than filling roles—it’s about making a real impact.
Outside of work, Dan loves fishing (in any weather), cooking, writing, and spending time with his family in Hudson, Wisconsin.
📩 Connect with Dan: LinkedIn: https://www.linkedin.com/in/dan-monroe/ or [email protected]
Welcome to the team, Dan!
"