Forte Capital LLC Wealth Management

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Adil Masood, CPA

Forté Principals / Investment Committee

Contact Principals@forte-capital.com

Adil MasoodAdil Masood, CPA, Principal, Managing Director and Portfolio Manager, Chief Compliance Officer
Adil is a member of the Forté Investment Committee, primarily responsible for fixed income and investment strategies. In this capacity, he is jointly responsible for overall investment strategy, economic research, security selection and fixed income allocations. He is also Chief Compliance Officer.
Over 25 years of experience in the areas of corporate finance, corporate and individual tax and portfolio management.

Previously
  • Prior to joining Forté Capital, Adil was a portfolio manager at a foreign financial institution; managed US equities for the proprietary trading desk.
  • Co-managed institution’s hedge fund investments and member of the Asset and Liability Committee.
  • Tax manager at Price Waterhouse LLP.
Education, Affiliations
  • BA — University of Rochester. MBA — William E. Simon Graduate School of Business Administration at the University of Rochester.
  • Certified Public Accountant.
  • Our Team
    • David Henion, CPA
    • Adil Masood, CPA
    • Dennis E. Lohouse, CFA
    • Edmond D. Sheidlower, CMFC
    • Jeffrey E. Hough, AIF®
    • Sonu Johar
  • Relationship Management Team
  • Client Service Team
  • Operations Team

Let’s Talk Life & Money

P 585.586.8100

Forté Capital LLC

400 Linden Oaks, Suite 310
Rochester, New York 14625
P 585.586.8100
F 585.697.2599

© 2024 Forté Capital LLC

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.

IMPORTANT DISCLOSURE INFORMATION

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.

IMPORTANT DISCLOSURE INFORMATION.

  • Your Situation
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Forte’ Client Portal Sign-in
  • Financial Tools
  • Charles Schwab Custodian
  • Contact Us

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