Nirav Batavia
CEO at Owl Technologies, LLC | Greater Chicago Area
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Nirav Batavia is a dynamic leader at Owl Technologies, LLC, where he serves as the Chief Executive Officer, driving innovation and strategic growth within the firm. With a robust background in financial services spanning nearly two decades, Nirav leverages his extensive expertise in portfolio management and investment strategies to enhance the technology offerings tailored for Registered Investment Advisors (RIAs). Under his leadership, Owl Technologies is revolutionizing the financial advisory landscape by integrating advanced technology solutions that streamline operations, improve client engagement, and foster long-term sustainability for advisors.
Nirav’s previous experience at Citigroup, where he managed a $1 billion fixed-income portfolio, has equipped him with a deep understanding of market dynamics and trading strategies, particularly in fixed income and equities. His proficiency in financial modeling and personal financial planning allows him to identify and implement innovative solutions that address the unique challenges faced by RIAs. Key projects at Owl include the development of user-friendly platforms that enhance the client experience, enabling advisors to operate more efficiently and effectively.
As a Chartered Financial Analyst, Nirav is committed to maintaining the highest standards of professionalism and integrity in the financial services industry. His role as co-Managing Partner of Forum and co-Director of the Investment Committee further underscores his dedication to fostering growth in early-stage startups, ensuring that Owl Technologies remains at the forefront of technological advancements in financial advisory services. Through his visionary leadership, Nirav Batavia is not only shaping the future of Owl Technologies but also redefining the client experience in the financial advisory sector.
CEO at Owl Technologies, LLC in November 2011 to Present
Partner at Forum Financial Management, LP in January 2015 to Present
Co Managing Partner at Forum Financial Management, LP in May 2017 to Present
Social Media Specialist at Constant Contact in May 2010 to July 2010
VP of Interactive Marketing at NutshellMail.com in February 2009 to May 2010
Managing Member at Hayman Capital in February 2008 to December 2008
Associate at Citigroup in January 2003 to January 2008
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Portfolio Management
Investment Management
Financial Modeling
Fixed Income
Equities
Trading
Chartered Financial Analyst
Product Management
Personal Financial Planning
Early-stage Startups
Customer Marketing
Digital Marketing
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What is Nirav Batavia email address?
Email Nirav Batavia at [email protected] and [email protected]. This email is the most updated Nirav Batavia email found in 2026.
What is Nirav Batavia phone number?
Nirav Batavia phone number is +18326307841 and +17738653922.
How to contact Nirav Batavia?
To contact Nirav Batavia send an email to [email protected] or [email protected]. If you want to call Nirav Batavia try calling on +18326307841 and +17738653922.
What is Nirav Batavia net worth?
Nirav Batavia has an estimated net worth of $750,000 to $999,999
What company does Nirav Batavia work for?
Nirav Batavia works for Owl Technologies, LLC
What is Nirav Batavia's role at Owl Technologies, LLC?
Nirav Batavia is CEO
What industry does Nirav Batavia work in?
Nirav Batavia works in the Financial Services industry.
Nirav Batavia Email Addresses
Nirav Batavia Phone Numbers
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