Forrest Fan

Analyst

Meet Forrest Fan

Forrest Fan, Analyst, is responsible for conducting research and due diligence, authoring marketing and offering materials, preparing financial analysis, and creating financial models in support of Marathon Capital’s senior bankers.

Prior to joining Marathon, Mr. Fan was a summer analyst at the firm. His past internship experience includes asset management at Thrivent Financial and M&A research at Clew Partners. During his time at Clew, Forrest worked within the healthcare services industry, specifically researching hospices and ABA centers.

Mr. Fan graduated from Dartmouth College with a BA in Economics. He holds his Series 63 and 79 licenses.