Forte Capital LLC Wealth Management

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Edmond D. Sheidlower, CMFC

Forté Principals / Investment Committee

Contact Principals@forte-capital.com

Edmond D. SheidlowerEdmond D. Sheidlower, CMFC, Managing Director, Principal & Portfolio Manager, Chairman of the Investment Committee.
Primarily responsible for equity research, stock selection and investment strategies. 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.
  • Director of Research, Chase Manhattan Bank.
  • Equity Analyst and assistant Fund manager
  • Portfolio Manager
Education, Affiliations
  • BA — Economics, Hobart College
  • Earned the Chartered Mutual Funds Counselor (CMFC) designation.
  • Chief at the Honeoye Falls-Mendon Volunteer Ambulance and a Certified Emergency Vehicle Operator Trainer and a Certified Emergency Medical Technician.
  • 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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