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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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Stephen B

Series 63

New York, NY

ARS Investment Partners, LLC

Stephen Burke is a financial advisor with ARS Investment Partners, LLC, based in New York, NY. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining ARS Investment Partners in 2016, he worked at AR Schmiedler & Co., Inc. from 2007 to 2016. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients, including separately managed accounts and pooled investment vehicles. The firm employs a team-based investment committee that follows a structured four-step process and offers financial planning and educational seminars at no additional charge.

Wealth management Active portfolio management Private / alternative investments Retirement withdrawal strategies Founder/Business Owner Executive
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Sean L

CFA®

New York, NY

ARS Investment Partners, LLC

Sean Lawless is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at ARS Investment Partners, LLC since 2016. Prior to joining ARS, he worked at Modern Asset Management for five years. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients through various strategies, including core equity, small-cap, and tactical asset allocation. The firm employs a team-based investment process and offers financial planning and educational seminars to clients.

Wealth management Active portfolio management Private / alternative investments Retirement withdrawal strategies Founder/Business Owner Executive
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Andrew S

Series 63

New York, NY

ARS Investment Partners, LLC

Andrew Schmeidler is a financial advisor at ARS Investment Partners, LLC in New York, NY, holding a Series 63 designation with 24 years of industry experience. He has been with ARS Investment Partners since 2016 and previously worked at A.R. Schmeidler & Co. Inc. from 2002 to 2016. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients, offering services such as separately managed accounts, pooled investment vehicles, and financial planning at no additional charge. The firm employs a team-based investment approach focused on global analysis, sector identification, security research, and risk management across various strategies.

Wealth management Active portfolio management Private / alternative investments Retirement withdrawal strategies Founder/Business Owner Executive
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Greg K

Series 63, Series 65

New York, NY

ARS Investment Partners, LLC

Greg Kops is a financial advisor at ARS Investment Partners, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ARS since 2022, previously serving at Morgan Stanley and Morgan Stanley Private Bank since 2015. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients, offering financial planning and educational seminars. The firm employs a team-based investment committee and utilizes a multi-step process across various strategies, managing approximately $1.778 billion in assets.

Wealth management Active portfolio management Private / alternative investments Retirement withdrawal strategies Founder/Business Owner Executive
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