Sign In

Joe Forish

Joe Forish, CFA, CFP® is the founder of Fortrove Partners, a financial planning firm specializing in helping tech employees and founders with equity compensation.1 He established the company to assist clients in navigating the complexities of stock options, RSUs, and other forms of equity ownership.12

Background and Education

Joe Forish has a strong educational background in finance and business analytics:

  • B.S. in Finance and International Business from Pennsylvania State University1
  • Graduate of the Harvard Business Analytics Program, with Distinction12

Professional Experience

Prior to founding Fortrove Partners, Joe honed his expertise in various areas of finance:

  • Invested in public and private equity1
  • Worked in investment banking, private equity, and hedge funds2

Expertise and Services

At Fortrove Partners, Joe focuses on:

  • Financial strategies for tech employees
  • Optimizing equity compensation
  • Tax planning related to stock options and RSUs
  • Investment management and portfolio management
  • Custom financial coaching12

Personal

Joe resides in New York City with his wife Linda.1 In his free time, he enjoys skiing and longboarding.1 His background working at his father's auto dealership instilled in him the value of exceptional client service and an understanding of the challenges of running a business.1

Joe Forish combines his financial expertise with a passion for helping clients navigate the complexities of equity compensation, aiming to reduce stress and uncertainty around financial planning decisions.12

Highlights

Fortrove Partners: Financial Planning For Stock Ownership
Fortrove Partners: Financial Planning For Stock Ownership
Joseph Steven Forish - SEC.gov
May 1 · youtube.com
EP 82 "Strategies for Stock Compensation with Joe Forish, CFA, CFP
EP 82 "Strategies for Stock Compensation with Joe Forish, CFA, CFP
Insights - Fortrove Partners

Related Questions

What inspired Joe Forish to start Fortrove Partners?
How does Joe Forish's background in finance and business analytics benefit his clients?
What are some common mistakes people make with equity compensation that Joe Forish helps avoid?
How does Joe Forish's approach to financial planning differ from other advisors?
What specific strategies does Joe Forish use to minimize taxes on RSUs and stock options?
Joe Forish
Joe Forish, photo 1
Joe Forish, photo 2
Add to my network

Location

New York, New York