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Atherean Asset Management LLC

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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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Christopher G

CFP®, CFA®, Series 63

Jersey City, NJ

Atherean Asset Management LLC

Christopher Gething is a CFP® and CFA® with 14 years of industry experience. He is the principal of Atherean Asset Management LLC and has been involved with related entities including Atherean Enterprises, LLC, which provides tax preparation, planning, consulting, and rideshare services. He also works at Intuit as a tax expert and tax expert lead. Atherean Asset Management LLC offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and investment funds. The firm manages customized separately managed accounts and a private pooled vehicle, Atherean Value Fund, LP, using an equity-centered approach that combines strategic asset allocation, tactical adjustments, and fundamental valuation.

Active portfolio management Options & derivatives strategies Concentrated stock management Cross-border / expatriate tax planning
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