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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)

4 advisors near New York, NY

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Kari T

Series 63

Brooklyn, NY

Fortis Capital Advisors, LLC

Kari Timonen is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 63 designation and 12 years of industry experience. Prior to joining Fortis in 2021, Kari worked at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as NYLife Securities and New York Life. Outside of advising, Kari serves as the Board President of Park Slope Owners Corp. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Emilio R

Series 63, Series 66

Staten Island, NY

Fortis Capital Advisors, LLC

Emilio Rivera is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mass Mutual Investors Services and AXA Advisors. Outside of his advisory role, Rivera is president and CEO of E. Rivera & Associates and serves on the Staten Island University/Northwell Hospital Foundation Board. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management and customized investment strategies across various approaches, supported by an online reporting portal.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Roman M

Series 66

Staten Island, NY

Fortis Capital Advisors, LLC

Roman Moldavsky is a financial advisor at Fortis Capital Advisors, LLC with over 10 years of experience in the industry. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, and Metlife Securities. Moldavsky has been associated with various Fortis entities since 2016. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management, financial planning, educational workshops, and access to a third-party cash-management platform, utilizing both model and bespoke strategies across a range of investment approaches.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Karol K

CFA®, Series 65

Jersey City, NJ

Fortis Capital Advisors, LLC

Karol Krucinski is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Fortis Capital Advisors since 2021 and previously held roles at Fortis Lux Wealth Management and Marea. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, using both model and bespoke strategies across various investment approaches, with discretionary management and online reporting.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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