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Leo 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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James L

Series 63, Series 66

Staten Island, NY

Leo Wealth Management, LLC

James Leo is the sole advisor at Leo Wealth Management, LLC, with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services and Osaic Advisory Services. He is also a licensed insurance agent involved in selling fixed annuities, life insurance, and health insurance. Leo Wealth Management is a newly registered investment manager providing discretionary asset management and financial planning services to institutional clients, pension plans, trusts, and high-net-worth individuals. The firm employs a goal-based approach with diversified allocations and integrates artificial intelligence tools alongside human oversight in its investment process.

Annuities Business succession planning Founder/Business Owner
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