Operations Team

The people who keep things working, internally for our team, and for you as a Forté client.

Ann Phelps, Accounting

Ann has been with Forté since its beginning 20 years ago. She serves as accountant and bookkeeper for the firm.

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.

Operations Team

The people who keep things working, internally for our team, and for you as a Forté client.

Forté Capital LLC

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