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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)

2 advisors near 87301

Out of 400,000+ nationwide

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Jaque' W

Series 66

Gallup, NM

Edward Jones

Jaque' Wallace is a Series 66-registered financial advisor with Edward Jones, based in Gallup, NM, and has two years of industry experience. Wallace has been with Edward Jones since 2013, including the current period from 2024 onward. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric J

Series 66

Gallup, NM

Edward Jones

Eric James is a financial advisor at Edward Jones in Gallup, NM, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as a bishop for The Church of Jesus Christ of Latter-day Saints in Gallup. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions backed by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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