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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)

5 advisors near New York, NY

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John D

Series 63, Series 65

Elizabeth, NJ

Nfsg Corporation

John Donoso is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Newbridge Financial Services Group Inc., NewBridge Securities Corporation, and Cetera Advisors LLC. Outside of advisory work, he is involved in consulting to facilitate buyer-side commercial and industrial real estate transactions. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and often employs third-party managers, offering both discretionary and non-discretionary account services.

Wealth management
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Michael Z

Series 63, Series 66

Flushing, NY

Nfsg Corporation

Michael Zappier is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2008. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis across a range of securities.

Wealth management
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Kai Chong C

Series 63, Series 65, Series 66

New York, NY

Nfsg Corporation

Kai Chong Cheng is a financial advisor at NFSG Corporation with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Newbridge Securities Corporation and Affinity Capital Management LLC. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a mix of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies tailored to client objectives and risk tolerance.

Wealth management
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Rodger T

Series 65, Series 66

Roselle Park, NJ

Nfsg Corporation

Rodger Thomas is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Newbridge Securities Corporation and National Securities Corp. Outside of his advisory role, he serves as volunteer president of Roselle Park Hometown Heroes and as treasurer and adult leader for Boy Scout Troop 58 in Roselle Park, and he holds trustee and lay servant positions at Roselle Park Community United Methodist Church. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party managers, offering both discretionary and non-discretionary services.

Wealth management
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Jason K

CFP®, Series 66

New Rochelle, NY

Nfsg Corporation

Jason Konskier is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Realta Investment Advisors, Inc. since 2021. His prior experience includes roles at Wells Fargo Clearing, Bank of America, and Merrill Lynch. He is also involved in research and analysis for potential future client investments through a separate business activity. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in assets with a team of 54 advisors serving around 1,900 clients. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment products, utilizing both advisor-directed accounts and third-party manager programs.

Wealth management
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