Viswanathan Venugopala is a CFA® charterholder with 12 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years at CITIGROUP. Venugopala holds a Series 63 license and is based in Princeton, NJ. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions with a range of active, passive, tactical, and ESG-aware strategies, alongside financial planning, retirement consulting, and educational workshops.

Manish Shah is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Horizon Advisors LLC for nine years. Outside of advising, Mr. Shah is involved in multiple business activities including real estate management, venture capital advising, and serving on the board of advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized, primarily discretionary portfolio management and financial planning services, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Shrikant Nadkarni is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Next Horizon Advisors LLC, Avantax Advisory Services, and has served as an Emeritus Partner at Withum Smith & Brown, an accounting firm where he provides business advisory, accounting, and tax services. Nadkarni is also an investment committee member of Marathi Vishwa, Inc., a not-for-profit cultural organization. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a mix of passive, active, tactical, and ESG-aware strategies, with access to third-party sub-advisors and specialist approaches.