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Gramercy Private Wealth 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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Kevin F

Series 63, Series 65

Brooklyn, NY

Gramercy Private Wealth LLC

Kevin Frisz is an investment advisor at Gramercy Private Wealth LLC with four years of industry experience. He previously worked at William James & Company, LP and MSD Capital LP. He holds Series 63 and Series 65 designations. Gramercy Private Wealth provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, focusing on customized portfolios. The firm employs fundamental analysis and a long-term investment approach, concentrating on individual equity securities while also utilizing ETFs, options, mutual funds, and bonds as appropriate.

Concentrated stock management Active portfolio management Tax-loss harvesting
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