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.1 2

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 Distinction1 2

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 coaching1 2

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.1 2