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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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R. Alexander M

Series 66

Pine Valley, CA

Raymond James Financial

R. Alexander Mattrey is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and TD Ameritrade. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad affiliate network and focuses on tailored advice through fact-finding and risk profiling.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michael K

Series 66

Boulevard, CA

OSAIC

Michael Kortz is a financial advisor at Osaic with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Securities and Securities America Advisors. Outside of advisory work, he owns and operates Backcountry Insurance Services, providing life, health, property, and casualty insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a range of investment options through a large network of financial advisers.

Annuities Founder/Business Owner Executive Retired
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