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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 85 near 83001

Out of 400,000+ nationwide

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Mitchell H

Series 66

Jackson, WY

Merrill

Mitchell Hoover is a Wealth Management Advisor with the Thisted Group at Merrill Private Wealth Management. He works closely with multi-generational client families, including entrepreneurs, business owners, senior executives, and those managing complex financial affairs. His role involves helping clients define their wealth goals and providing tailored strategies to address the complexities of their financial situations. With a focus on comprehensive research, analysis, and coordination, Mitchell and his team assist clients through significant financial transitions, such as business sales, portfolio diversification, and acquisitions. Mitchell’s expertise encompasses college education planning, family wealth management, legacy planning, tax minimization, retirement income, and investment strategy for individuals and corporations. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), and earned a bachelor's degree from Colorado State University. Outside of his professional activities, Mitchell dedicates time to community volunteering and enjoys a variety of outdoor activities including skiing, mountain biking, fishing, and snowmobiling. He lives with his wife Sarah, their two children, and their dog Sydney.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive Mid-Career Professionals Married/Couples/Partners Parents
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Donald G

CFA®, Series 63

Wilson, WY

Gervais Capital Management, LLC

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Richard B

CFP®

Jackson, WY

Teton Wealth Management, Inc.

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Frank R

CFA®

Jackson, WY

Reichel Management Company LLC

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Matthew L

CFP®, CFA®

Jackson, WY

Bootpack Financial Partners, LLC

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Nathan L

CFP®, Series 63

Jackson, WY

Elevated Asset Management LLC

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Raymond B

CFA®, Series 63

Jackson, WY

Beplat Asset Management, Inc.

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John B

Series 65

Jackson, WY

Bishop, Jt

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Keith O

Series 63, Series 66

Wilson, WY

Pingora Partners LLC

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Noah D

Series 66

Jackson, WY

Dreyfuss Capital Management LLC

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