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GlassBead Capital Management LLC

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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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Victor S

Series 63, Series 65

New York, NY

GlassBead Capital Management LLC

Victor Sedaka is a financial advisor at GlassBead Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp. from 2010 to 2018. Outside of finance, Sedaka is involved in the motorcycle industry through sales roles at Moto Vic Advertising and MOTO TV NETWORK INC. GlassBead Capital Management LLC provides discretionary portfolio management and consulting primarily to high-net-worth individuals. The firm manages both separate accounts and a private pooled hedge fund, employing a combination of charting, fundamental, quantitative, and technical analysis focused on growth-oriented equities, ETFs, and non-U.S. securities.

Active portfolio management Options & derivatives strategies Concentrated stock management
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