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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 95160

Out of 400,000+ nationwide

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Douglas A

Series 65

San Jose, CA

Andrey, Douglas

Active portfolio management
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Mark L

Series 63, Series 65

Mountain View, CA

Ardent Capital

Active portfolio management
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Kenneth S

CFP®

San Jose, CA

KRS Tax & Investments Inc.

Annuities
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Anandi K

CFP®, Series 65

Cupertino, CA

Akrish Financial Advisory

Stock option exercise strategy General tax planning Passive / index investing Private / alternative investments
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Brooks S

Series 66

San Jose, CA

Chief Capital Management, Inc

ESG / Sustainable investing
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Anand S

Series 65

Saratoga, CA

Investcraft Advisors LLC

Options & derivatives strategies Concentrated stock management Passive / index investing
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Yi Ching T

Series 63, Series 66

San Jose, CA

Shalom Global Capital Group LLC

Passive / index investing Options & derivatives strategies Concentrated stock management
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Shidi X

Series 65

Palo Alto, CA

Shepherd Investment Management

Active portfolio management Concentrated stock management
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Sathish V

CFA®

Los Gatos, CA

First Principles Investment Management LLC

Retirement income strategy Tax-loss harvesting Active portfolio management
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Russell T

Series 65

Campbell, CA

Towne Investments LLC

Passive / index investing
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