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Seaport Asset 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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Theodore W

Series 63, Series 65

New York City, NY

Seaport Asset Management, LLC

Theodore Weisberg is the sole advisor at Seaport Asset Management, LLC in New York City, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been affiliated with Seaport Securities Corp. and Seaport Securities since 1980 and has operated his own business, T.P. Weisberg, since 1974. Weisberg also serves as CEO of Seaport Securities Corp. Seaport Asset Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm focuses on long-term, tax-efficient capital appreciation through a value-oriented equity strategy that combines fundamental and technical analysis, offering portfolios typically diversified across sectors with concentrated holdings.

Active portfolio management Tax-loss harvesting Retired
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