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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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Scott M

CFA®

New York, NY

Fortitude Advisory Group L.L.C.

Scott Mills is a CFA® charterholder affiliated with Fortitude Advisory Group L.L.C. in New York, NY, with four years of industry experience. He previously worked at Voya Investment Management for twelve years and has been involved with the nonprofit Charity Footprints since 2017. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients by providing tailored investment advisory services that combine in-house management with outsourced manager solutions and a range of trading approaches aligned with client objectives.

Founder/Business Owner
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Ruben R

Series 63, Series 65

New York, NY

Fortitude Advisory Group L.L.C.

Ruben Ramirez is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quint Capital, Eagles Coast Capital, Private Advisor Group, LPL Financial, Halen Capital, and Advisors Asset Management. Outside of his advisory work, he is co-founder and CEO of P3 Asset Management. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm combines in-house management with outsourced manager solutions and offers a range of investment approaches, including alternative and less liquid investments, tailored to client objectives.

Founder/Business Owner
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Gregory M

Series 66

New York, NY

Fortitude Advisory Group L.L.C.

Gregory Mallia is a financial advisor with Fortitude Advisory Group L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, LPL Financial, LLC, Ameritas Investment Corp, and PRB Wealth Management. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services through a combination of in-house management and outsourced managers, offering a range of investment options and trading approaches based on client objectives.

Founder/Business Owner
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