Direct booking

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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)

Top 30 financial advisors of 88 near 15901

Out of 400,000+ nationwide

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Shane D

Series 63, Series 65

Johnstown, PA

Merrill

Shane Downey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Downey earned a Bachelor's Degree from the United States Military Academy and a Master's Degree from George Mason University.

Wealth management Military & Veterans
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Kathleen W

Series 66

Johnstown, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner Executive Doctor or Medical Professional
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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.
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William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.
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Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.
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Frank L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc
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Eric L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc
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Samuel C

Series 65

Johnstown, PA

Wealth Advisors Network, Inc.
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Ronald S

CFA®, Series 63

Johnstown, PA

AmeriServ Wealth Advisors Inc
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Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors
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