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Carey, Patrick Joseph

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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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Patrick C

Series 63, Series 66

New York, NY

Carey, Patrick Joseph

Patrick Carey is the sole advisor at his independent firm, Carey, Patrick Joseph, based in New York, NY. He holds Series 63 and Series 66 licenses and has four years of experience as a financial advisor, with a career dating back to 2006 at his own practice. In addition to advisory services, he is an independent insurance agent and a registered tax preparer. His firm provides investment advisory and portfolio management services primarily to individual clients, managing accounts on a non-discretionary basis with client authorization for trades. The practice combines traditional advisory services with insurance brokerage, serving about 22 clients with approximately $880,000 in assets under management.

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