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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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Peter C

Series 65, Series 66

New York, NY

IWM Advisors, LLC

Peter Culver is the sole advisor at IWM Advisors, LLC in New York, NY, holding Series 65 and Series 66 licenses with 16 years of industry experience. He has worked at Freedom Family Office, LLC since 2020, where he serves as Managing Member, and previously held roles at MBSC Securities Corporation and Mellon Corporation. Culver’s involvement with Freedom Family Office includes management responsibilities and client referrals between the two firms. IWM Advisors, LLC provides investment advisory and financial planning services primarily to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm focuses on selecting third-party money managers and preparing individualized investment policy statements without directly managing client assets, employing fundamental analysis and modern portfolio theory to tailor investment strategies.

Wealth management Private / alternative investments Real estate investing Annuities College savings (529s, UTMA, etc.)
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