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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)

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Daniel E

Series 63, Series 66

New York, NY

AIRE Advisors, LLC

Daniel Ebert is a financial advisor with AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, he serves on the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm manages approximately $905 million in client assets and employs a team of eight advisors.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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