Forte Capital LLC Wealth Management

  • Your Situation
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

Our Team

Forté Partners

As company owners, portfolio managers and your strategists for personalized portfolio management.

David Henion  Adil Masood  

Dennis Lohouse  Edmond D. Sheidlower

Jeffrey Hough

Forté Relationship Management Team

Our senior leaders. And your partners in addressing complexity and opportunity where life meets money.

Richard Nathan  Christopher Marvin, Forté Relationship Management Team

Larry H. Rabinowitz  Chris Cardali

Brian P. Kuhn

Forté Client Service Team

Our front-line service people. And your quick connection to all of Forte’s resources.

Barb Bensink   Sarah Slesak

Marcin Ciolek , Client Service Professional   Michael Garzi, Client Service Professional
Karin Staples   Grace Johnson
Andea Cianfichi, CPA  

Forté Operations Team

Our “make it happen” people, keeping everything working smoothly so we all can deliver service excellence.

Ann Phelps  Dawn Wiley

Forté Research & Trading

Our capital markets people. Our “watchful eyes” on the markets.

Sonu Johar

  • 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
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

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