Joe Forish

Advisor at Fortrove Partners

Credentials

CFP®, CFA®

Firm

Fortrove Partners

Location

New York, NY

About

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.

Expertise

Startup equity planning Exec comp design Business ownership considerations

Occupation focus

Technology Professional Founder/Business Owner

Demographic focus

Established Professionals Gen Y/Millennials (Born 1980-1995)

Fee options

AUM: 1.25% - $0 - $1,000,000

Flat: $5,000 - $8,000

Work history

Fortrove Partners LLC

2023 - Present (3 years)

Victrix Investment Advisors

2021 - 2023 (2 years)

JF Consulting

2014 - 2021 (7 years)

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