Forte Capital LLC Wealth Management

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Dennis E. Lohouse, CFA

Forté Principals / Investment Committee

Contact Principals@forte-capital.com

Dennis LohouseDennis E. Lohouse, CFA, Managing Director, Principal & Portfolio Manager Portfolio manager and member of Forté Investment Committee, primarily responsible for Economic research, investment strategies and communications. In this capacity, he is jointly responsible for overall investment strategy, security selection and fixed income allocations.

Previously
  • Co-founder of Bryce Capital Management, LLC, merged with Forté in 2009.
  • Chief Investment Officer, Chase Manhattan, Inc.
  • Manager of Personal and Institutional groups, Chase Investment Services, Inc.
  • Managing Director, Chase Securities, Inc.
Education, Affiliations
  • MBA — Finance and Accounting. William E. Simon School, University of Rochester.
  • MS in Economics and BA in Psychology both from the State University of New York at Buffalo.
  • Chartered Financial Analyst (CFA) designation.
  • Member of the Investment Committee of the Rochester Area Community Foundation. Past Chairman of the Investment Committee, the Board of Directors and the Executive Committee. Fourteen years of service.
  • Board of Directors, Investment Committee, Nazareth Schools of Rochester, NY.
  • 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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