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Calado Capital

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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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Claudio C

Series 63, Series 65

New York, NY

Calado Capital

Claudio Calado is the managing partner of Calado Capital with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Doeren Mayhew and Decosimo Corporate Finance. Outside of financial advising, he is involved in the film production industry as a managing partner of Purgatory Films LLC and serves as CEO of Gissing Holdings, a holding company for an automotive parts manufacturer. Calado Capital provides financial planning, discretionary portfolio management, and retirement plan advisory services to individuals, trusts, estates, and plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers both institutional and individual clients consulting engagements on an hourly or asset-based basis.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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