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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)

Advisors near 05254

Out of 400,000+ nationwide

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Steven J

Series 63, Series 65

Dorset, VT

Evergreen RIA, LLC

Wealth management Annuities
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Kevin T

Series 63, Series 66

Manchester Center, VT

HWC Financial

Wealth management Real estate investing
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Zachary L

Series 66

Manchester Center, VT

HWC Financial

Wealth management Real estate investing
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Tyson F

CFP®, Series 63, Series 65

Manchester Center, VT

Equinox Financial Advisors, Inc.

Wealth management Active portfolio management Tax-loss harvesting Real estate investing
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Karen O

CFP®, Series 66

Dorset, VT

Envest Asset Management, LLC

ESG / Sustainable investing Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Daniel H

Series 65

Manchester, VT

Hutner Capital Management Inc.

Income planning Active portfolio management
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James M

CFP®, Series 63, Series 66

East Dorset, VT

Wealthcare Capital Management LLC

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Carmel F

Series 63, Series 65

Dorset, VT

Bay Colony Advisors

Private / alternative investments Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian V

CFA®

Manchester, VT

Manchester Capital Management LLC

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Griffin S

CFP®, Series 65

Manchester, VT

Manchester Capital Management LLC

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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