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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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Out of 400,000+ nationwide

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Casey D

Series 66

Island Falls, ME

Portland Investment Advisors, LLC.

Casey Doody is a financial advisor at Portland Investment Advisors, LLC, with 19 years of industry experience. He holds the Series 66 designation and has worked at Portland Investment Advisors since 2013 and Td Ameritrade since 2006. Portland Investment Advisors, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm employs a Behavioral Portfolio Management approach, combining empirical research and various analytical methods to build flexible, diversified portfolios that address growth, income, and capital preservation objectives.

Passive / index investing
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Abigail D

CFP®, Series 66

Island Falls, ME

Portland Investment Advisors, LLC.

Abigail Doody is a CFP® and holds a Series 66 license, with 10 years of industry experience. She is the sole advisor at Portland Investment Advisors, LLC and has worked with Guidance Point Retirement Services, LLC and Guidance Point Advisors, LLC since 2013. Outside of her advisory work, she is a majority owner of a property development company, PIA Industries. Portland Investment Advisors, LLC offers portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm employs a Behavioral Portfolio Management approach, combining empirical analysis, proprietary research, and various investment vehicles to tailor portfolios according to client risk profiles.

Passive / index investing
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