Forte Capital Group / National Securities

Description

Address: 80 Broad St, New York, NY 10004 Phone: (866) 969-3508: : : : : Place name: : Website: Category: Hours: Website: http://www.fortecapitalgroup.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Forte Capital Group Posting publicly on the Web Write a review Reviews Be the first to review

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Forte Capital Group / National Securities Employees

Employee
Years
Job
Industry
Jack Kalisz Jack Kalisz New York, New York Details
Jack Kalisz's Forte Capital Group / National Securities Experience 2008 - Present
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2008 - Present
Joseph Stevens  2002 - 2008

Skills
Series 7, Series 63, Investments, Securities, Alternative Investments, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Options, Investment Research, CANSLIM Methodology, Asset Allocation, Risk Management, Client Service Oriented, Relationship Management, Capital Raising, Syndicate

Education
St. John's University   1998 — 2002
Finance, General

Frantz Pierre Frantz Pierre New York, New York Details
Frantz Pierre's Forte Capital Group / National Securities Experience December 2001 - Present
Job Sr. Account Executive at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   December 2001 - Present

Education
Touro College
Undergraduate Coursework

Andrew P. Fishbone Andrew P. Fishbone Greater New York City Area Details
Andrew P. Fishbone's Forte Capital Group / National Securities Experience 2009 - Present
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2009 - Present
National Securities  2001 - 2005

Skills
Equities, Bonds, Options, Mutual Funds, ETFs, Trading, Real Estate, Business Development, Investment Research, Regulatory Compliance, Fundamental Analysis, Asset Allocation, Client Service Oriented, Training New Brokers

Education
Syracuse University
Bachelor of Science (BS), Marketing and Finance

Jon Morin Jon Morin New York, New York Details
Jon Morin's Forte Capital Group / National Securities Experience 2013 - Present
Job Senior Account Executive at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2013 - Present

Skills
Securities, Equities, Options, Investment Research, Asset Allocation, Portfolio Management, Private Equity, Risk Management, Client Service Oriented, Relationship Management, Capital Raising, Syndicate, Series 63, Investments, Series 7, Wealth Management, Client Services

Education
Quinnipiac University
Bachelor of Finance

James Eichner James Eichner Greater New York City Area Details
James Eichner's Forte Capital Group / National Securities Experience 2006 - Present
Job Sr. Vice President at Forte Capital Group
Industry Investment Banking
Experience
Forte Capital Group / National Securities   2006 - Present
SW Bach   2004 - 2006

Skills
Equities, Securities, Wealth Management, Mutual Funds, Asset Management, Alternative Investments, Investment Strategies, Chart formations, CANSLIM, Candlestick, Options, Trading, High Net Worth..., Investment Modeling, Portfolio Reviews, Hedging, Capital Raising, Asset Allocation, Investment Research, Syndicate, Presentations

Education
Queensborough Community College

Jeremy Martin Jeremy Martin New York, New York Details
Jeremy Martin's Forte Capital Group / National Securities Experience 2006 - Present
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2006 - Present
S.W. Bach   2004 - 2006

Skills
Uniform Combined State..., Securities, Bonds, Mutual Funds, Alternative Investments, Series 7, Wealth Management, Fixed Annuities, IRAs, Fixed Income, Variable Annuities, Life Insurance, Roth IRA, Equities, IPO, Secondary Offerings, Municipal Bonds, Annuity Sales, Investment Research, High Net Worth..., Asset Allocation, Income and Savings..., Business Development, Capital Raising, Syndicate

Education
Fordham University   1997 — 2001
Bachelor of Arts (BA)

Anthony Buono Anthony Buono New York, New York Details
Anthony Buono's Forte Capital Group / National Securities Experience July 2013 - Present
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   July 2013 - Present

Skills
Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Equities, Securities, Alternative Investments, Equity Trading, High Net Worth..., Portfolio Management, IPO, Asset Allocation, Investment Research, Business Development, Syndicate, Capital Raising

Education
Florida International University
Undergraduate Coursework

Nathaniel Clay Nathaniel Clay New York, New York Details
Nathaniel Clay's Forte Capital Group / National Securities Experience 2008 - Present
Job Sr. Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2008 - Present

Skills
Securities, Equities, Options, Fixed Income, Private Equity, Wealth Management, Regulatory Compliance, Fundamental Analysis, Technical Analysis, Top Down Analysis, Bottom Up Analysis, Investment Strategies, Risk Management, Asset Allocation, Client Service Oriented, Presentations, Capital Raising, Syndicate Platform

Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Marketing and Finance

Ron Large Ron Large New York, New York Details
Ron Large's Forte Capital Group / National Securities Experience 2013 - Present
Job Sr. Account Executive at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2013 - Present

Skills
Opening New Accounts, Business Development, Securities, Equities, Bonds, Options, Mutual Funds, Private Placements, Investment Research, Fundamental Analysis, Technical Analysis, Asset Allocation, Client Service Oriented, Capital Raising, Syndicate

Education
Flagler College
Undergraduate Coursework

Evan Taub Evan Taub Greater New York City Area Details
Evan Taub's Forte Capital Group / National Securities Experience April 2013 - Present
Job Sr. Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   April 2013 - Present
National Securities  April 2013 - Present

Skills
Series 7, FINRA, Alternative Investments, Series 63, Investments, Private Equity, Equity Trading, Bonds, Portfolio Management, Asset Management, IRAs, Mutual Funds, Securities, Equities, Investment Strategies, Asset Allocation, Options, Wealth Management, Financial Markets, Syndicate Platform, Raising Capital, Trading, Investment Advisory, Fixed Income, IPO, Capital Markets

Education
State University of New York at Albany   1998 — 2002
Bachelor's Degree, Economics

Adam Figueroa Adam Figueroa Greater New York City Area Details
Adam Figueroa's Forte Capital Group / National Securities Experience January 2006 - Present
Job Sr. Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   January 2006 - Present

Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Private Placements, Fixed Income, Investment Management, Asset Allocation, Risk Management, Securities, Communication Skills, Business Development, IPO, Secondary Offerings, Regulatory Compliance, Client Service Oriented, Syndicate, Capital Raising

Education
Coppin State University   1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Major in Computer Science/Minor in Mathematics

Joseph Varvara Joseph Varvara Greater New York City Area Details
Joseph Varvara's Forte Capital Group / National Securities Experience 2013 - Present
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2013 - Present

Skills
Series 7, Alternative Investments, Equities, Investments, Securities, Asset Management, Hedge Funds, Portfolio Management, Private Equity, Equity Trading, Option Trading, Wealth Management, Secondary Offerings, Asset Allocation, Market Analysis, Investment Research, Securities Regulation, Capital Raising, Syndicate

Education
Pace University - Lubin School of Business
Bachelor of Arts (BA), Finance

Daniel Lehman Daniel Lehman New York, New York Details
Daniel Lehman's Forte Capital Group / National Securities Experience 2010 - Present
Job Account Executive at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2010 - Present

Education
The College of Saint Rose   2005 — 2008
Undergraduate Coursework

Dutchess Community College
Undergraduate Coursework

David Tanner David Tanner New York, New York Details
David Tanner's Forte Capital Group / National Securities Experience 2009 - Present
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2009 - Present

Skills
Equities, Portfolio Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Securities, Equity Research, Strategic Financial..., Financial Analysis, Business Development, Business Strategy, Strategic Planning, Entrepreneurship, Leadership, High Net Worth..., Investment Modeling, Market Analysis, Investment Research, Capital Raising, Syndicate, Alternative Investments, Financial Planning

Education
American University
Bachelor's degree, International Finance

Michael Burkoff Michael Burkoff Greater New York City Area Details
Michael Burkoff's Forte Capital Group / National Securities Experience 2001 - Present
Job Sr. Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2001 - Present
Joseph Gunnar & Co, LLC   1999 - 2001

Skills
Investments, Securities, FINRA, ETFs, Portfolio Management, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, College Savings Plans, Retirement, Equities, Bonds, Hedge Funds, Trading, Private Equity, Equity Research, Estate Planning, Financial Services, Fixed Income, Options, Derivatives, Equity Trading, IRAs, High Net Worth..., Wealth, Investment Strategies, Asset Management, Investment Management, Wealth Accumulation, Stocks, Wealth Management..., 401k Rollovers, Financial Markets, Capital Raising, Syndicate

Education
City University of New York-College of Staten Island

Anthony Maiuolo Anthony Maiuolo Greater New York City Area Details
Anthony Maiuolo's Forte Capital Group / National Securities Experience 2013 - Present
Job Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities   2013 - Present

Skills
Asset Allocation, Customer Service, PowerPoint, Microsoft Office, Life Insurance, Wealth Management, Business Development, Investment Research, Regulatory Compliance, Portfolio Management, Client Service Oriented, Relationship Management, Syndicate, Capital Raising, Microsoft Excel, Microsoft Word, Trading, Investment Strategies, Alternative Investments, Equities, Securities, Investments, Series 7

Education
Iona College
Bachelor's degree, Finance

Phil Eastridge Phil Eastridge New York, New York Details
Phil Eastridge's Forte Capital Group / National Securities Experience October 2012 - October 2014
Job Senior Funding Specialist at Berkman Financial
Industry Financial Services
Experience
Berkman Financial   February 2015 - Present
Forte Capital Group / National Securities   October 2012 - October 2014

Skills
Microsoft Office, Portfolio Management, Market Research, Analysis, Strategic Planning, Leadership, Research, Equity Research Analysis, Stock Trading, Account Management, Equities, Bonds, Mutual Funds, ETFs, Options, Building Relationships, Asset Allocation, Risk Management, Risk Tolerance, Regulatory Compliance, Capital Raising, Syndicate, Alternative Investments, Customer Service, Securities

Education
University of South Florida
Bachelor's Degree

University of South Florida
B.S.

Wayne Roser Wayne Roser New York, New York Details
Wayne Roser's Forte Capital Group / National Securities Experience 2015 - Present
Job Sr. Account Executive at Forte Capital Group / National Securities
Industry Financial Services
Experience
Forte Capital Group / National Securities   2015 - Present
Woodstock Financial Group, Inc.   2008 - 2014

Skills
Investments, Strategy, Analysis, Investment Strategies, Trading, Asset Allocation

Education
LIU Post   2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Business Management

Calvin Spann Calvin Spann Greater New York City Area Details
Calvin Spann's Forte Capital Group / National Securities Experience January 2015 - May 2015
Job Junior Bankruptcy Analyst at LSI
Industry Financial Services
Experience
Liquidity Solutions Inc.   June 2015 - Present
Forte Capital Group / National Securities   January 2015 - May 2015
Apple Ridge Country Club  May 2014 - May 2015
Ramapo College of New Jersey  September 2013 - May 2015

Skills
Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Corporate Finance, Electronic Trading, Econometrics, Management, Event Planning, Customer Service, Research, Analysis, Time Management, Teamwork

Education
Ramapo College of New Jersey   2012 — 2015
Bachelor of Science in Business Administration - Anisfield School of Business - AACSB Accredited, Finance, General, 3.06 in Major

Bergen Community College   2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.9

Jay Colon Jay Colon New York, New York Details
Jay Colon's Forte Capital Group / National Securities Experience 2014 - January 2015
Job Account Executive
Industry Financial Services
Experience
Forte Capital Group / National Securities   2014 - January 2015
Hunter Scott   2013 - 2014
Capital One Investment Services   2009 - 2012

Education
City University of New York-John Jay College of Criminal Justice
Bachelor's Degree, Legal Studies