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

Fortis favicon
Christina Belfiglio

Christina Belfiglio

Director of Operations

Fortis favicon
Derek Boles

Derek Boles

Managing Partner

Fortis favicon
Joseph Boris

Joseph Boris

Family Office Advisor

Fortis favicon
Bryan Cherny

Bryan Cherny, CPA

Managing Partner

Fortis favicon
Maggie Corado

Maggie Corado

Director of Communications

Fortis favicon
Adriana D'Allesandro

Adriana D'Alessandro

Family Wealth Advisor

Fortis favicon
Dan Donnelly

Dan Donnelly

Family Office Advisor

Fortis favicon
Dawn Eross

Dawn Eross

Tax Accountant

Fortis favicon
Jennifer Fields

Jennifer Fields, CPA

Director of Tax

Fortis favicon
Christine Gambeski

Christine Gambeski

Family Office Advisor

Fortis favicon
Alan Garrett

Alan Garrett

Tax Accountant

Fortis favicon
Jill Hotte

Jill Hotte

Family Office Advisor

Fortis favicon
Randall Hubschmidt

Randall S. Hubschmidt

Managing Partner

Fortis favicon
Colleen Kelly

Colleen Kelly

Cheif Compliance Officer

Fortis favicon
Terri McDermott

Terri McDermott, CHFC, CLU, RICP, CAP

Director of Wealth Planning

Fortis favicon
Marlene Musso

Marlene Musso

Family Wealth Advisor

Fortis favicon