Matthew Joseph Spokas

Current Employers

Employment History

• 11/2011 → Present
  Spokas & Associates Cpas Llc
  Lombard, IL
• 08/2019 → 12/2023
  Forum Financial Management, Lp
  Lombard, IL
• 10/2022 → Present
  Forum Financial Management, Lp
  Lombard, IL

Other Businesses

1) SSG Investments LLC; Investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; holding company for real estate investments; Managing Member and Limited Partner; 10/27/2023; 0-5 hours per month; 0 hours during securities trading hours; management and control of the LLC and investment selection. 2) SSF RE Investment LLC; Investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; holding company for real estate investments; Managing Member and Limited Partner; 12/01/24; 0-5 hours per month; 0 hours during securities trading hours; management and control of the LLC and investment selection. 3) Spokas Rentals LLC; Non-investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; real estate; Owner; 06/2016; less than 5 hours per month; less than 5 hours during securities trading hours; overseeing the leasing of property and maintenance. 4) Forum Administrative Services; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Entity created to pay shared overhead expenses; Treasurer; 07/2017; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversee and manage overhead costs and attend board meetings 5) Spokas & Associates CPAs LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; CPA firm; Managing Member; 11/2011; 160 hours per month; 160 hours during securities trading hours; Meet with clients, prepare tax returns, prepare financial statements.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-17