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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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Kenneth M

Series 63, Series 65

New York, NY

U.S. Capital Wealth Advisors, LLC

Kenneth Mathieson is a financial advisor at U.S. Capital Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Laidlaw Wealth Management, Steward Partners, and Raymond James Financial Services. U.S. Capital Wealth Advisors, LLC provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm employs a diverse investment approach that includes fundamental, technical, and quantitative analysis, utilizing external managers and various model programs to serve its client base.

Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet)
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John M

Series 66

New York, NY

U.S. Capital Wealth Advisors, LLC

John Mcdermott is a financial advisor at U.S. Capital Wealth Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Laidlaw Wealth Management, Bank of America, and Merrill. U.S. Capital Wealth Advisors provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm employs a multi-faceted investment approach that includes fundamental, technical, and quantitative analysis, utilizing external managers, model programs, and a variety of investment vehicles.

Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet)
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Jake G

Series 66

New York, NY

U.S. Capital Wealth Advisors, LLC

Jake Given is a financial advisor at U.S. Capital Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Ernst & Young. U.S. Capital Wealth Advisors provides wealth management and financial planning to individual investors, family offices, institutions, charitable organizations, and businesses. The firm manages approximately $7.28 billion in assets and employs a multi-faceted investment approach that includes fundamental, technical, and quantitative analysis, as well as external managers and model programs.

Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet)
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Keith H

Series 63, Series 65

New York, NY

U.S. Capital Wealth Advisors, LLC

Keith Hassan is a financial advisor at U.S. Capital Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Laidlaw Wealth Management and Convergex Execution Solutions. U.S. Capital Wealth Advisors provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and utilizes a range of investment vehicles and third-party technology to manage client portfolios.

Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet)
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