About us

Strength, clarity, and partnership for every decision

Fortis Capital is a boutique wealth management firm shaped by a simple idea: people make better decisions when they have a complete understanding of their financial lives. We bring perspective, expertise, and long-term partnership to every relationship we serve.

Two colleagues smiling and discussing work while looking at a laptop in a modern office.

Bringing every part of your financial life together, under one trusted relationship

Fortis Capital was founded on the belief that financial guidance should feel clear, coordinated, and personal. Our role is to help clients understand their full financial picture - not as distinct parts, but as one continuous story.



We combine deep experience across planning, investment, protection, and tax strategy, working with care and precision to support each client’s most important decisions. Every recommendation is shaped by insight into their lives, priorities, and responsibilities.

This approach helps us serve clients with purpose and consistency. We’re trusted by individuals, families, and business owners who want dependable expertise and a partnership that stands up to life’s complexity.

Our principles


Clarity

We help clients visualize the full picture of their financial lives.

Confidence

We provide steady guidance backed by experience and proven results.

Commitment

We build enduring relationships through long-term focus and care.

team

Fortis Advisors leadership

Our team is dedicated to providing unparalleled expertise and unwavering support, ensuring the success of every project we undertake.

With a wealth of experience across various industries, we tailor our approach to meet the unique needs of each client, delivering solutions that drive results.

Roman Moldavsky

Roman Moldavsky

Chief Executive Officer

Rob Hagg

Rob Hagg

Chief Growth Officer

David Cleary

David Cleary

CFA, Chief Investment Officer

Belena Vincetti

Belena Vincetti

CFP, Chief Compliance Officer

Emilio Rivera

Emilio Rivera

Managing Director, Head of M&A

Patrick Mullin

Patrick Mullin

CFA, Director, Portfolio Management

Karol Krucinski

Karol Krucinski

CFA, Director, Portfolio Management

Max Margulis

Max Margulis

Director of Financial Planning

Matthew Pollock

Matthew Pollock

Director, M&A Strategist

Jennifer Arguello

Jennifer Arguello

Director of Operations

Victor Canto

Victor Canto

Ph.D., Economic Consultant

Lori Epstein

Lori Epstein

Estate Planning Consultant

Built for people who expect more from their financial guidance

We offer clarity when life feels complex, confidence when decisions matter most, and commitment that lasts well beyond a single moment. This is the foundation of Fortis Capital and the experience we bring to every client.

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Smiling professional Asian woman holding a tablet, standing in front of a modern glass office building.

Locations

Clarity begins 
with a Conversation

Map of the United Kingdom with a highlighted white circle over the East Midlands region.

Headquarter

7301 Mission Road, Suite 326, Prairie Village, KS 66208

Map of the United Kingdom with a highlighted white circle over the East Midlands region.

Headquarter

7301 Mission Road, Suite 326, Prairie Village, KS 66208

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Supporting every dimension of your financial life with a trusted relationship

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Our Approach

A modern approach built on connection, expertise, and a single trusted relationship.