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.
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 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
Chief Executive Officer
Rob Hagg
Chief Growth Officer
David Cleary
CFA, Chief Investment Officer
Belena Vincetti
CFP, Chief Compliance Officer
Emilio Rivera
Managing Director, Head of M&A
Patrick Mullin
CFA, Director, Portfolio Management
Karol Krucinski
CFA, Director, Portfolio Management
Max Margulis
Director of Financial Planning
Matthew Pollock
Director, M&A Strategist
Jennifer Arguello
Director of Operations
Victor Canto
Ph.D., Economic Consultant
Lori Epstein
Estate Planning Consultant
Advisors
Your vision.
Our expertise.
Your advisor knows your goals, your family, your business. Behind them is a firm committed to your success. Personal attention with institutional depth.
Charles Crews
Todd Day
Melissa Day
Gregory Domond
CRPC
Riley Hayes
Bill Hoover
Matt Joyner
CFP
Shree Nadkarni
CPA, CFP
Stan Nieminski
CPA, CFP, PFS
.webp)
Jessica Nieminski
AIF, CDFA
Alec Norton
AIF
Dave Palladino
Michael Posey
Manish Shah
Kari Timonen
Amit Trivedi
Vish Venugopala
Partner Firms
Aligned in Service
Built by advisors. Powered by Fortis. A network of independent practices united by shared values and backed by our powerful platform.
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.
