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Cape Investment Advisory, Inc.

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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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Zohaib T

Series 63, Series 66

Jersey City, NJ

Cape Investment Advisory, Inc.

Zohaib Tariq is a financial advisor at Cape Investment Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Global Wealth Management, Citigroup, J.P. Morgan Securities, and Spartan Capital Securities. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network of approximately 40 advisors and employs a flexible investment approach that combines fundamental, technical, and macroeconomic analysis.

Private / alternative investments Options & derivatives strategies
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