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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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Jeffrey B

Series 65

Tenafly, NJ

Fintegrity

Jeffrey Barnett is a financial advisor at Fintegrity with seven years of industry experience. He holds a Series 65 designation and has previously worked at Tiaa for ten years. Barnett has been with Fintegrity since 2017. Fintegrity provides tailored portfolio management and financial planning services to individuals, families, businesses, retirement plans, trusts, and charitable organizations. The firm’s investment approach incorporates behavioral finance and focuses on diversified portfolios that include a range of equity, fixed income, and alternative investments.

Retirement income strategy Social Security optimization Charitable giving tax strategies Debt management General estate planning guidance Executive
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