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Seminars for the Advancement of Financial Education

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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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Russell B

ChFC®, Series 63

New York, NY

Seminars for the Advancement of Financial Education

Russell Barschi is a financial advisor at Seminars for the Advancement of Financial Education in New York, NY, holding the ChFC® designation and Series 63 license with four years of industry experience. He has been involved with Barschi Russell (SDE Prop) since 1993. His firm provides portfolio management and advisory services primarily to individual clients, with a small number of pension and profit-sharing plan clients. The firm combines investment advice with insurance brokerage services and serves employer-sponsored retirement plans, maintaining a compact client roster.

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