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Visconti & Associates, a Financial Services 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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Gregory V

Series 63

Verona, NJ

Visconti & Associates, a Financial Services LLC

Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.

Wealth management Active portfolio management
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Angelo C

Series 65

Verona, NJ

Visconti & Associates, a Financial Services LLC

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, with two years of industry experience. He holds a Series 65 designation. His prior work includes roles at Montclair State University and C&A Marketing. Outside of his advisory role, he is a partner in two real estate-related companies, Realty Management Advisors, LLC and Sterling Adams, LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management as well as financial planning and consulting, utilizing both fundamental and technical analysis across various asset classes.

Wealth management Active portfolio management
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