You can count on the Fortis Family Office team to keep up with your life every step of the way. Our highly accomplished staff possesses deep expertise across multiple disciplines, including accounting, tax, finance, law, risk management and business succession planning. Our technical expertise, compassion and listening skills allow us to provide a superior partner client experience.

Jane Amodei

Jane Amodei

Senior Family Advisor

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Christina Belfiglio

Christina Belfiglio

Director of Operations

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Derek Boles

Derek Boles

Managing Partner

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Joseph Boris

Joseph Boris

Family Office Advisor

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Bryan Cherny

Bryan Cherny, CPA

Managing Partner

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Adriana D'Allesandro

Adriana D'Alessandro

Family Wealth Advisor

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Dan Donnelly

Dan Donnelly

Family Office Advisor

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Alan Garrett

Alan Garrett

Tax Accountant

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Jill Hotte

Jill Hotte

Family Office Advisor

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Randall Hubschmidt

Randall S. Hubschmidt

Managing Partner

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Colleen Kelly

Colleen Kelly

Chief Compliance Officer

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Terri McDermott

Terri McDermott, CHFC, CLU, RICP, CAP

Director of Wealth Planning

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Marlene Musso

Marlene Musso

Family Wealth Advisor

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Rachel McClennen

Rachel McClennen

Tax Processor

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