FORTERIS WEALTH MANAGEMENT, INC. of ARMONK, NY is an SEC-registered investment adviser (CRD 108314). Regulatory assets under management: $219.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Jay Warren Furst | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| COSTA CHERYL ANN | CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| WEITZMAN MATTHEW D | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| FURST JAY WARREN | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| WEITZMAN MATTHEW DANIEL | SHAREHOLDER | — |