Forte Capital LLC Wealth Management

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  • Wealth vs Asset Management?
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Client Service Team

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

Contact ClientService@forte-capital.com

Barb Bensink
Barb Bensink, CFP® Certified Financial Planner       

 

Barb’s functional role at Forté is 401(k) relationship manager. She also produces financial plans and services client accounts. She has over five years of Retirement Planning, Wealth Management, Social Security Planning and Cash Flow Analysis.

Sarah Slesak
Sarah Slesak, Client Service Professional and Trader       

 

Sarah has significant experience in the wealth management business. She assists in relationship management to our clients. She is one of Forté’s primary client service professionals with broad experience solving problems and managing transitions. While assisting portfolio managers, she provides a wide variety of support to clients including account administration, opening, processing, and trading.

Marcin Ciolek
Marcin Ciolek, Client Service Professional       

 

Marcin has significant experience in the financial services industry. He has experience in credit risk operations, mortgage trading, performance measurement and family office/private client support. He assists in relationship management to our clients. As one of Forté’s client service professionals with broad experience he is involved with problem solving and managing transitions. While assisting portfolio managers, he provides a wide variety of support to clients including account administration, opening, processing, and trading.

Michael Garzi
Michael Garzi, Client Service Professional       

 

Michael began his career in financial services as a 401(k) retirement specialist developing client integration solutions with financial advisors. He also worked with new retirement clients as part of the plan setup team. He understands the value of team work and as a professional soccer player he was the captain of Rochester’s own Rhinos Soccer franchise. He works with our relationship and portfolio management teams providing a wide variety of support to clients including account administration, opening, processing, and trading.

Karin Staples
Karin Staples, Client Service Associate       

 

Karin assists our Team in providing client service. Her responsibilities include internal processing, reporting and coordinating with our clients and other Forté professionals.

Grace Johnson
Grace Johnson, Front Office/Client Services       

 

Grace provides a variety of support services to our clients, service team and firm partners as well as our front-end and reception functions and other client centered tasks.

Shannon Doyle
Shannon Doyle, Front Office/Client Services       

 

Shannon provides a variety of support services to our clients, service team and firm partners as well as our front-end and reception functions and other client centered tasks.

Andea Cianfichi, CPA
Andea Cianfichi, CPA, Client Service Associate       

 

Andea has 30+ years of experience in public and private accounting including business and individual taxation. Andea is a Certified Public Accountant and works with our financial planning team. She also provides client service support and is involved in internal processes and reporting.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Forte Capital is engaged, or continues to be engaged, to provide investment advisory services.

  • 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

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
  • Contact
  • Custodian Sign-in

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