Financial Strategies for Tech Employees

I founded Fortrove Partners to help founders and employees with equity ownership relieve stress around financial planning decisions. Equity compensation is complicated, and I’ve read through all the proxies, options agreements, and RSU documents so you don’t have to.

From a young age, I learned the value of exceptional client service while working at my father’s auto dealership, and I also came to understand both the rewards and challenges of running a business.  I chat with people every day who don’t understand all the finance lingo. It can feel scary trying to pick a financial advisor when you aren’t sure how to communicate about the ins and outs of your equity compensation.

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, all so that I can help you invest in your future.

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.