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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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Thomas B

CFA®, Series 63, Series 65

New York, NY

Bender Capital Management, LLC

Thomas Bender is a CFA® charterholder and principal of Bender Capital Management, LLC with three years of industry experience. He previously worked at Citi and Brandes Investment Partners and has academic experience at Johns Hopkins University and the University of Virginia. Bender Capital Management provides discretionary portfolio management primarily to pooled vehicles, institutional accounts, and separately managed accounts, focusing on U.S. public securities and related instruments. The firm employs a quantamental investment approach with an emphasis on biotech equities, combining fundamental research and proprietary algorithmic trading models.

Active portfolio management Concentrated stock management Founder/Business Owner
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