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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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Sumit H

Series 65

New York, NY

Arax Advisory Partners

Sumit Handa is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has worked at firms including BNY Mellon, Pennington Partners & Co., and Ashton Thomas Private Wealth. Since 2023, Sumit serves as Chief Investment Officer at Arax Investment Partners, where he manages day-to-day investment activities. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative and private investment vehicles. The firm employs a multi-manager approach and provides consolidated reporting and specialized services such as securities-based lending and trustee roles.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
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Joshua S

Series 65

New York, NY

Arax Advisory Partners

Joshua Schechter is a financial advisor with Arax Advisory Partners in New York, NY. He holds a Series 65 designation and joined Arax Advisory Partners in 2025. His prior work experience includes roles at Weil, Gotshal & Manges, LLP, and The Amynta Group. Arax Advisory Partners primarily serves affluent and high-net-worth individuals as well as institutional clients, offering a range of investment management and financial planning services. The firm constructs diversified portfolios using independent managers, mutual funds, ETFs, structured notes, and alternative investments, and provides access to private-fund platforms and specialized reporting and lending solutions.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
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