Forrest Schwartz
Vice President of Operations – Private Equity
As the VP of Operations, Forrest is responsible for leading operational due diligence post-acquisition, overseeing post-acquisition integration of systems and processes in efforts to increase operational efficiencies, and monitoring acquired asset’s performance.
Forrest brings a wealth of diverse experience and expertise to Oak Valley Capital. As the founder and former CEO of TopLine Growth LLC., a company he grew into a 7-figure business in four years, Forrest excels in creating innovative marketing strategies and leading his team to success.
Before founding TopLine Growth LLC, Forrest worked as a Senior Financial Consultant at TD Ameritrade and prior to that, a Financial Consultant at Paladin Financial Services. During this tenure of nearly six years, Forrest managed and oversaw millions of dollars in client investment funds. His financial expertise is fortified by his successful completion of five financial services examinations (Series 6, 63, 65, 7, Life/Health), underlining his understanding of financial markets and regulations.
When not immersed in the world of finance and business, Forrest enjoys bodybuilding, cycling, and hiking, activities that exemplify his commitment to discipline, endurance, and continual personal growth. His multifaceted background, entrepreneurial spirit, and financial insight make him a valuable asset to our team.
