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Andrew P
Series 66
Monroe, NC
Fortress Private Ledger, LLC
Andrew Poston is a financial advisor at Fortress Private Ledger, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of finance, he is involved in youth sports as a scheduler for Piedmont Sports Officials and umpires high school and college baseball games. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm uses a variety of investment strategies including trend-identification and technical analysis, managing portfolios with individual securities and ETFs, and offers both discretionary and non-discretionary programs.
Kristopher R
CFP®, Series 65
Monroe, NC
Fortress Private Ledger, LLC
Kristopher Roper is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Fortress Private Ledger, LLC and previously worked at Sparta Wealth Partners, Coastal Bridge Advisors, and TrinityPoint Wealth. Outside of his advisory role, he serves as Board Treasurer for the nonprofit Money Magnets Club, providing financial oversight and strategic guidance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs trend-identification and technical analysis alongside fundamental and thematic strategies, delivering model-driven solutions managed in-house or with sub-advisers.
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