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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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Cameron R

CFP®

New York, NY

LNW

Cameron Ribler is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC and spent several years at Broad Run Highschool/Virginia Tech. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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Megan T

CFP®, Series 65

New York, NY

LNW

Megan Tom is a CFP® with eight years of industry experience, currently serving as a financial advisor at LNW. She has held various roles within Wetherby Asset Management and Laird Norton Wetherby Wealth Management since 2015. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm employs a customized investment policy framework emphasizing global diversification, active manager due diligence, and tax-aware decision making, alongside coordinating with outside professionals to address complex financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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Matthew K

CFP®, Series 63, Series 65

New York, NY

LNW

Matthew Kolakowski is a CFP® professional at LNW with two years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2016 to 2023. LNW offers integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex financial needs.

Wealth management Tax-loss harvesting Private / alternative investments
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Bryan C

CFP®

New York, NY

LNW

Bryan Cass is a CFP® professional with two years of industry experience, currently serving at LNW in Seattle, WA. He previously worked at BNY Mellon Wealth Management from 2014 to 2021 and has been with Wetherby Asset Management since 2021. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach centers on customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex wealth needs.

Wealth management Tax-loss harvesting Private / alternative investments
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