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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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Alina F

CFA®, Series 63

New York, NY

Contessa Capital

Alina Fisch is a CFA charterholder and holds a Series 63 license, with 30 years of experience in the financial industry. She is the sole advisor at Contessa Capital, an independent advisory firm she has led since 2022. Prior to this, she worked at Park Avenue Securities, Guardian Life Insurance Company, and Propellr Securities LLC. Outside of her advisory role, she contributes a series titled “How To Stay Rich” to the online magazine The Digital Party. Contessa Capital serves individual clients by providing tailored investment management and financial planning services through standalone planning, a one-year financial fitness program, or a combined management and planning engagement. The firm employs a strategic asset allocation approach using both passive and active investment vehicles, incorporating fundamental, technical, and cyclical analyses within a Modern Portfolio Theory framework.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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