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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 12 financial advisors of 12 near 26452

Out of 400,000+ nationwide

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Lisa C

ChFC®, Series 63, Series 66

Buckhannon, WV

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Thomas N

CFP®, ChFC®, Series 66

Weston, WV

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Oil & Gas Women Professionals Mid-Career Professionals
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Brendan C

Series 66

Buckhannon, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management ESG / Sustainable investing Founder/Business Owner
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Jason B

Series 63, Series 65

Weston, WV

The huntington Investment company
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William T

ChFC®, Series 63

Buckhannon, WV

CreativeOne Securities, LLC
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Kolby A

CFP®, Series 66

Bridgeport, WV

J.P. Morgan Securities
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Tiffany E

Series 66

Weston, WV

Edward Jones
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Carter G

Series 66

Buckhannon, WV

Edward Jones
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Amanda R

Series 63, Series 66

Buckhannon, WV

J.P. Morgan Securities
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Anthony P

Series 66

Buckhannon, WV

Ameriprise
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