Forte Capital LLC Wealth Management

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Research & Trading

Our capital markets people. Our “watchful eyes” on the markets.

Contact Info@forte-capital.com

 

Jian-Wong

Jian Wong, Research Analyst

Jian provides research and analysis for our Investment Committee and support for Forté’s 401k platform.

Jian received his BS and MS in Chemical Engineering and a BA in Economics from the University of Rochester (Phi Beta Kappa) and holds a Master’s degree from Stanford University.

Sonu Johar
Sonu Johar, Trading, Research, Client Service

Sonu has a wealth of experience in all aspects of portfolio management, research and trading. He has worked in the both the broker/dealer and RIA businesses. As a member of Forté’s Investment committee he provides equity analytics and commentary. In addition, he is a trader for the firm, and provides client 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.

SEC Forms CRS, ADV & Disclaimer


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.
This website may include forward-looking statements.

  • Your Situation
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

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