About Us
Forrest Financial Partners is a Registered Investment Advisor (RIA), which means that we have a fiduciary duty to put our clients’ interests and needs first. Less than 2% of advisors, brokers, and insurance agents follow this standard.
Our fees are clear and straightforward. Unlike broker-dealers, we do not receive any investment commissions. We are focused on providing investment advisory services – not on selling unnecessary products.
Chris founded Forrest Financial Partners in 2023. His background includes a decade-long tenure at Foster & Foster, a $1B single-family office, where he was instrumental in managing a diverse portfolio of equities, credit, derivatives, and alternative assets.
One of Mr. Stevenson’s unique strengths lies in his ability to construct bespoke investment portfolios by implementing innovative strategies, including direct indexing portfolios to generate tax efficiencies, active equity management to capture specific investment factors, option overwrite strategies, and a variety of other creative methods to achieve the unique goals of his clients.
When he’s not working, Chris loves spending time with his wife and kids, practicing judo, and playing chess.
Chris Stevenson, CFA
Peter Hughes, CFA, CEPA®
Peter joined Forrest Financial Partners in 2024. His background includes direct experience working in financial markets, in the investment banking division at Credit Suisse, and as a hedge fund analyst and portfolio manager at Napier Park Global Capital and Phoenix Investment Adviser. He has been investing in early-stage companies since 2015 as both an angel investor and a Principal at Charge Ventures, a pre-seed venture capital fund.
Peter also has several years of experience as a performance and executive coach. He has earned certifications from The NLP Center of New York, Co-Active Training Institute, and Coaches Rising.
When he’s not working, Peter loves spending time with his family and communities, snowboarding, surfing, and mountain biking.