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ARDROSSAN Wealth Management, LLC

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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

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Constantine P

Series 63, Series 65

Long Island City, NY

ARDROSSAN Wealth Management, LLC

Constantine Polites is an investment adviser representative at Ardrossan Wealth Management, LLC with Series 63 and Series 65 credentials and over eight years of combined experience in financial services and related industries. His prior roles include positions at Infosys Ltd. and Hiteks Solutions Inc., as well as entrepreneurial ventures in the film and entertainment sectors through Mykonos Film, LLC and Anthos Entertainment, LLC. Ardrossan Wealth Management provides personalized wealth management and financial planning services to individuals, high-net-worth families, trusts, and estates. The firm employs a fundamental analysis and long-term buy-and-hold investment approach, offering portfolio management on a non-discretionary basis with a focus on both non-high-net-worth and high-net-worth clients.

Active portfolio management Real estate investing Options & derivatives strategies Private / alternative investments
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