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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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Kathleen R

CFP®, Series 63, Series 65

New York, NY

Drucker Wealth

Kathleen Ritchie is a CFP® with 24 years of industry experience. She is currently with Drucker Wealth and Purshe Kaplan Sterling Investments, having previously worked at Hornor Townsend & Kent Inc for 16 years. Kathleen serves as a board member for the 155 East 49th Street Cooperative, where she is involved in treasury functions. Drucker Wealth serves individual and high-net-worth clients, including pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.

Wealth management Technology Professional Founder/Business Owner Doctor or Medical Professional HENRY (High Earners, Not Rich Yet) Newlywed/Engaged Young Families Mid-Career Professionals
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Gideon D

CFP®, Series 66

New York, NY

Drucker Wealth

Gideon Drucker is a CFP® with 12 years of industry experience, currently serving at Drucker Wealth in New York, NY. His prior experience includes roles at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth serves individual and high-net-worth clients such as pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management using a blend of fundamental, technical, tactical, and behavioral approaches.

Wealth management Technology Professional Founder/Business Owner Doctor or Medical Professional HENRY (High Earners, Not Rich Yet) Newlywed/Engaged Young Families Mid-Career Professionals
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