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)

Advisors near 62234

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Retirement income strategy Roth conversion strategy Social Security optimization Charitable giving tax strategies
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Active portfolio management Passive / index investing Tax-loss harvesting
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Active portfolio management Passive / index investing Options & derivatives strategies
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Options & derivatives strategies
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CFP®, Series 65

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Business ownership considerations Tax strategies for small businesses Retirement income strategy Cash flow / budgeting General estate planning guidance Founder/Business Owner
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Series 63, Series 65

St. Louis, MO

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Passive / index investing Active portfolio management
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Series 65, Series 66

St Louis, MO

Nidhi Capital, LLC

Options & derivatives strategies Active portfolio management Executive
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Active portfolio management Options & derivatives strategies Real estate investing Annuities
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