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Lava Wealth 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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Richard N

Series 65

New York, NY

Lava Wealth Management, LLC

Richard Newman is a financial advisor at Lava Wealth Management, LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Lava Wealth Management since 2013 and also maintains a long-term affiliation with Atlantis Associates. Outside of his advisory work, Mr. Newman serves on the boards of two early-stage companies, Overgrad.com and Zive Inc., and is an investor in both. Lava Wealth Management provides discretionary investment management, comprehensive wealth management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental and strategic analysis to construct diversified, tax-aware portfolios and offers services to corporate clients and private placement advice, distinguishing it among independent advisors.

Tax-loss harvesting Wealth management Real estate investing Private / alternative investments
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