Forte Capital LLC Wealth Management

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April 17, 2016 By Dennis Lohouse

David Henion

Forté Principals / Investment Committee

5David Henion, CPA***, Managing Director, Principal, Portfolio Manager

Founder and a principal of Forté Capital LLC.

Portfolio manager and member of Forté Investment Committee, jointly responsible for overall investment strategy, economic research, security selection and fixed income allocations.

Over twenty years of experience in the investment, tax, pension, and executive financial counseling areas.

Previously
  • Hessler, Keogh & Millard Associates, Inc. portfolio manager and financial analyst
  • Deloitte & Touche LLP, senior tax consultant; later, tax manager specializing in family income tax, estate tax and financial planning engagements.
  • John Fisher College, adjunct professor, tax and investment-related courses.
Education, Affiliations
  • S. degree in Business from Miami University, Oxford, Ohio; double major in finance and accounting.
  • Member, Estate Planning Council of Rochester and the Financial Planning Association.
  • Member, Rochester Chapter of the New York State Society of CPAs. Has served as a local Board Member, chaired other Society committees including tax and public relations.
  • Founder (1989), member and President (2000-2002) – Rochester Chapter of the CPA Candidates Association.
  • Former State Board Member of the New York State Society of Certified Public Accountants (three-year term).
  • SUNY Geneseo’s Business Advisory Counsel
  • Board of the National Independent Financial Advisors Panel.

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  • Our Team
    • David Henion, CPA
    • Adil Masood, CPA
    • Dennis E. Lohouse, CFA
    • Edmond D. Sheidlower, CMFC
    • Jeffrey E. Hough, AIF®
  • Relationship Management Team
  • Client Service Team
  • Operations Team
  • Research & Trading

Let’s Talk Life & Money

P 585.586.8100
E info@forte-capital.com

Forté Capital LLC

400 Linden Oaks, Suite 310
Rochester, New York 14625
P 585.586.8100
F 585.697.2599
E info@forte-capital.com
© 2018 Forté Capital LLC

COVID-19 Notice

During this difficult time, Forté Capital is practicing social distancing and complying with government mandates. Forté is open for business with employees and partners working remotely. We collect incoming mail daily. We can be reached at our normal phone number 585-586-8100 or via email to our associates and partners. Clients who need distributions, checks issued or other transactions should call their Forté client service representative or partner. We are all in this together, we will get through this, together.

Where Life Meets Money

Bringing resources, experience and expertise to clients for over 20 years. Your partner in planning, managing and protecting wealth. Customized portfolio management for individuals and institutions.

SEC Forms CRS, ADV & Disclaimer

Forté’s FORM CRS as filed with the Securities and Exchange Commission. Available at www.investor.gov/CRS

Forté’s FORM ADV Part 2 as filed with the Securities and Exchange Commission.

This website may include forward-looking statements.

  • Your Situation
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  • Custodian Sign-in

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