The Fortis Capital Advisors team brings both an unmatched depth of experience and unparalleled passion for helping investors reach their financial aspirations. We are dedicated to connecting your vision to the strategy that will get you to where you've always envisioned yourself.
Advisors are faced with providing multi-tiered services, maintaining assets under management, and growing their business. Due to competing interests and limited resources, the implementation of insurance strategies and wealth management is often an afterthought for many advisors. Rob has firsthand experience in balancing an organization’s services to integrate a suite of insurance strategies alongside wealth management platforms. Rob has blended all of these concepts over the last 18 years across multiple RIA platforms.
In 2020, Rob, alongside two brilliant minds in Felix Maltisky and Roman Moldvasky, decided to come together and take a combined 60 plus years of combined experience and create the collective of all financial services platforms, forming Fortis Capital Advisors. By coming together, they have created a fiercely independent, fully entrepreneurial platform allowing advisors to focus on what they do best, procure new clients. This team oriented approach has worked for Rob and team to grow a combined historical asset under management of well over $10 billion.
Rob joined CreativeOne in 2013 and took a fresh and innovative approach to help advisors build a more robust client offering. Advisors benefit from his coaching and his point-of-sale knowledge of advanced concepts involving family endowments, foundations and corporations. His success in developing wealth accumulation and transfer strategies with insurance solutions for his clients is unparalleled.
While at CreativeOne, Rob was a founding partner of ChangePath, a TAMP and corporate RIA, assisting investment advisors in creating turn key strategies for their clients and focusing their efforts on growing AUM. This was the second successful development of a company in the financial services sector.
Rob and his team bring unique skills and knowledge to the insurance wholesale market and investment management field, which was previously underserviced. He can show an organization how to marry assets and insurance-savvy strategies by wrapping proven models around existing offerings. His team uses established methods to eliminate the trial and error often associated with aggressive growth cycles.
Rob began his career with New York Life and earned a spot as a top producer before he saw the advantages of working as an independent advisor. As a repeat Million Dollar Round Table qualifier, he joined a wealth management firm in Kansas City as the Insurance Director. He was quickly embraced by ownership, and became a Partner and President of the Insurance Division. Rob continued to expand the offerings of the business and earned a spot as a top 10 producer for Aviva Life and Annuity Company.
Originally from the northwest Chicago suburbs, Rob remained in Kansas City after completing his Bachelor of Science in Business Communications from University of Kansas and obtaining his MBA from Rockhurst University. He enjoys spending time with his wife, Jessica, and children Kaleb, Tucker, Ainsley and Elyse. Rob and Jessica dedicate their time to a number of non-profit organizations in the Kansas City area.
Belena Vincetti, CFP® is the Chief Compliance Officer of Fortis Capital Advisors, LLC. Belena started in the financial services industry in 2005, with over 15 years in the compliance field specifically, having run a boutique financial planning firm most recently. Her experience spans back-office, operations, staff development, and personal financial planning and investment management. She is a graduate of Truman State University with a bachelor degree in biology and French as well as a Masters of Business Administration from University of Wisconsin-Madison.
Before joining the financial industry, Belena lived and worked in France for a couple of years and previously owned an art gallery just outside of Madison, Wisconsin. Belena lives in Milwaukee, Wisconsin with her daughter, Scout, and is actively involved in the local art community.
Karol has 10 years of trading experience and is currently a 2020 CFA Level III candidate.
His main focus has been analysis of financial markets and interdependencies with a bias toward statistical and technical methods. Apart from security selection and portfolio management, Karol has a breath of experience working with clients. When building professional relationships he emphasizes the role of mutual trust and deep understanding of each person's unique circumstances.
Karol holds a BA in Public Administration with a concentration in Laws and Politics of European Integration from the Bialystok School of Public Administration in Poland.
Matt Pollock is the M&A Strategist with Fortis Capital Advisors. With a decade of experience in financial services, Matt’s vision is to build a recruiting strategy that focuses on both acquiring and retaining top talent in the industry. Matt understands what it takes to help advisors take their practice to the next level by providing the right resources and a white-glove experience. Matt resides in Whippany, NJ with his wife Stephanie and puppy Vance. Matt enjoys playing golf and is an avid sports fan where you can find him watching his Miami Dolphins on Sundays.
Alec was born and raised in Central Connecticut, where at a young age sports like football, baseball and basketball fulfilled his life. Alec quickly emerged into a driven and competitive Individual with experience working in the financial and real estate industry after college.
Throughout his young years, Alec developed strong leadership instincts with integrity and a passion for helping others. Skilled in communication, team building, public speaking, interpersonal skills and time management, Alec grew into a strong administrative professional with a Bachelor's degree at Isenberg School of Management – from the University of Massachusetts, Amherst. Along with that, Alec played division-1 baseball at UMass while obtaining his degree.
During his free time, Alec enjoys watching sports, playing golf, and spending time with family and friends.
Financial Advisor
As a Financial Advisor with FCA, Melissa is dedicated to partnering with clients and their families to help optimize their financial future.
Melissa works on a team with her husband Todd Day, VP of Wealth Management with Fortis Capital Advisors. Together, they develop robust financial plans tailored to the individual’s unique circumstances and engage in meaningful discussions about their goals. With expertise in tax and investment strategies, securities, insurance, pension plans, and estate/legal planning, they conduct a thorough analysis which enables them to design personalized financial, investment and income strategies while gaining an understanding of matters important beyond finances.
Melissa holds the distinction of being a Wealth Management Certified Professional ®, a Series 65 Fiduciary Advisor, and a licensed NC Life Insurance agent. With over 8 years of experience in wealth management and more than 20 years in the banking and financial services industry, she brings a wealth of knowledge and expertise to guide you towards financial success.
Born and raised in Winston-Salem, NC, Melissa finds a great amount of pleasure in supporting a number of local charitable organizations focused on improving the lives of all members of her community. She is a member of the Winston-Salem Elks Lodge, Knollwood Baptist Church and the Winston-Salem Rose Society. In her spare time, Melissa enjoys tending to her rose garden, spending time with friends and family, and traveling from the mountains to the coast.
Todd is a lifelong resident of Winston-Salem, NC. where he grew up in a family business learning the value of hard work, integrity and customer service. He is a graduate of High Point University and Wake Forest University - Babcock School of Management where he earned his MBA. Todd has a long track record of helping individuals, families and institutions in Investment and Portfolio Management.
His passion for the stock market led him to begin his professional career in financial services as a stockbroker with Dean Witter(Morgan Stanley) in 1996 where he developed a deep understanding of the skills of investments and financial planning. He furthered his career in financial services, serving as an Investment Advisor for Alex Brown & Sons - the Private Client Division of Deutsche Bank - where he developed his skills in delivering a holistic approach to the financial planning process. He then served as an Investment Advisor with Wachovia Wealth Management sharpening his skills in Institutional and Personal Investment Management and Advanced Risk Centered Asset Allocation modeling. Todd continued his service in wealth, investment and financial planning with Bank of America. He also served as Portfolio Manager/Investment Advisor and head of the Investment committee for Horizon Financial Services, where he developed and managed proprietary Asset Allocation models for multiple Investment Advisors serving individuals, families, trusts and institutions.
Matt was born and raised in a suburb of Flint, Michigan. Early on, Matt developed a love for writing, speaking, and public service that led him to achieve the rank of Eagle Scout and to serve as his Senior Class President. Matt would go on to attend Michigan State University where he graduated in 2016 with his B.A. in Economics.
After graduation, Matt joined Fisher Investments in Camas, Washington as an associate under the tutelage of billionaire Ken Fisher, and other senior members of the firm. In 2018 he was promoted to Investment Counselor where he worked with 190 clients totaling over $230M in assets, and ended his tenure as a top quartile Investment Counselor. He left Fisher in 2021 to accept an offer as Vice President with Denver-based Personal Capital, a subsidiary of Empower. In his time at Personal Capital, Matt exceeded targets while also taking first place in the firm's company-wide pitch competition.
Matt lives outside of Portland, Oregon with his wife Caroline. In his spare time Matt enjoys hiking, backpacking, cycling, reading, writing, and traveling. Matt is also a freelance columnist and is published in the Detroit News, Salem Statesman, and New York Observer.
Dave is an investment advisor at Fortis Capital Advisors. Dave hails from Southington, CT where he was born and raised in a military family. From the start, the importance of family, morals, values, dedication, and teamwork were incorporated into his life. Throughout his high school and college years, Dave started to build his knowledge of the business world by working as an assistant manager alongside his veteran father in his family's home improvement business. The attributes he was raised with also transferred to the competitive athletic fields throughout high school, where he played football, basketball, and baseball and continued into college where he continued to play baseball at WCSU while earning his degree in Business Management Administration.
While completing his Business degree, Dave further developed a strong passion for the investment world. His desire to become a financial professional and help others build their investment portfolios pushed him to obtain his financial certifications. Helping others has always been one of Dave's priorities and he is driven to help his clients achieve their financial goals.
In his spare time, Dave enjoys spending time with his family and friends. Dave is also an avid sports fan and enjoys playing golf, building his fantasy football team, and beating anyone he can at setback.
Kari began his professional career in financial services in 1994 with a privately-held financial service company based in the UK. While there, he developed a deep understanding of operational management, mergers and acquisitions in a global environment. Kari was asked to move to New York in 2004 to run and develop two companies that were owned by a UK entity.
After completing nearly 20 years in financial services as a general operational manager, Kari joined New York Life in 2013 as an independent agent where he focused on advising business owners on their personal and business financial needs.
In 2019, Kari joined Fortis Capital Advisors as AVP, Wealth Management where he is helping clients to achieve their financial goals by keeping them on track in their planning process.
Kari delivers comprehensive wealth management, wealth planning and investment management solutions to high-net-worth families, nonprofits and professional firms. His experience in mergers and acquisitions helps him to advise business owners in a wide area of financial planning.
He is committed to offering the highest level of integrity to every investor; his extensive knowledge of investing allows him to provide complex strategies to each of his clients with easy-to-understand advice.
Kari lives in Park Slope, Brooklyn with his wife and son.