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.
Roman Moldavsky, Chief Operating Officer at Fortis Capital Advisors, brings a calm, methodical approach to the dynamic world of financial services. His process-driven mindset and steady leadership are crucial in navigating the fast-paced environment of Fortis Capital.
“Fortis Capital is a vibrant and rapidly growing firm,” Roman notes. “My role is to ensure we have the right team and robust controls to maintain our growth trajectory.”
Roman's professional journey began as a financial advisor at a Park Avenue investment boutique while he was still in college. As he honed his skills, he took on increasing responsibilities and roles within larger companies, eventually overseeing compliance for hundreds of Manhattan-based advisors for a top-tier Wirehouse firm.
“I’ve experienced every angle of the industry—as a client, a financial professional, and now as an operations leader,” Roman explains. “This diverse perspective helps me guide our firm with a strong client-centric approach.”
Roman is deeply committed to the success of the firm's financial professionals and staff. “Supporting others in their growth is a core part of my role,” he says. “I owe much of my own success to the guidance and support I’ve received throughout my career.”
His strong work ethic and determination are inspired by his parents, who immigrated from Ukraine to the United States during his childhood. “Their achievements are a powerful reminder of the impact of hard work and vision,” Roman reflects.
He earned his BA in Finance from the City University of New York, College of Staten Island, laying the groundwork for his successful career in financial services.
David Cleary, CFA is the Chief Investment Officer at Fortis Capital Advisors. Prior to joining forces with Fortis Capital Advisors, David Founded Timber Point Capital Management, where he continues to direct the investment management team as they integrate with Fortis to create an industry powerhouse. Previously, Mr. Cleary spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi-asset and global fixed income strategies. Additionally, he served as the firm’s global head of fixed income, a $26 billion platform. Before joining Lazard, David worked at UBS and IBJ Schroder, mostly in fixed income asset management roles. He began working in the asset management field in 1987 upon his graduation from Cornell University, with a BS in Business Management and Applied Economics. Mr. Cleary holds a Chartered Financial Analyst (CFA) designation.
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.
Patrick Mullin, CFA is a Director of Portfolio Management at Fortis Capital Advisors. Patrick is also a Partner and Managing Director at Timber Point Capital Management, LLC. Mr. Mullin is the Founder and CIO of Ardara Capital, a small and mid capitalization hedge fund founded in 2011. From 2013 through 2017, Mr. Mullin served as a consultant at Deep Dive Automated Research, a financial technology company, where he fostered client and strategic relationships. Prior to Ardara Capital, Mr. Mullin spent 10 years at Lazard Asset Management where he was the Portfolio Manager for the $3 billion AUM U.S. SmallCap Product in addition to his analytical coverage of the energy, technology and healthcare industries. Patrick is a graduate of Trinity College, has an M.B.A. from The University of North Carolina at Chapel Hill and holds a Chartered Financial Analyst (CFA) designation.
Jason has over 25 years of experience on Wall Street. Prior to joining Fortis Capital Advisors in September 2024, Jason co-founded DJ Wealth Systems, an SEC registered RIA specializing in derivatives-based income generation. As managing partner of the firm, Jason focused on developing and distributing portfolio overlay strategies to high net worth investors. Prior to co-founding DJ Wealth Systems, Jason spent 20 years in Goldman Sachs’ institutional sales and trading business. Jason managed various businesses at Goldman Sachs including an equity derivative distribution business, a cross asset sales business, as well as various fixed income trading desks. Jason was named a Managing Director at Goldman Sachs in 2011. Jason has a BA from the University of California at Berkeley and an MBA from the University of Chicago. In his spare time, Jason loves to play golf and to watch his 3 children compete in their favorite sports which include soccer, tennis, and gymnastics.
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.
Joanna Anderson is the Director of Onboarding and Advisor Experience at Fortis Capital Advisors. As a member of the Leadership Team, Joanna is responsible for on-boarding and the oversight of the due diligence and licensing process as well as the overall advisor experience as they join the firm. She also acts as the liaison for custodial support for the firm. Her responsibilities also include identifying and cultivating an external talent pool in order to ensure the growth of the firm. Providing a best-in-class experience to advisors and their clients is paramount to Joanna.
Joanna began her career with MetLife as a Marketing Coordinator. While in this role, she supported a team of financial professionals on their individual marketing plans, coordinated seminars and events for the firm and ensured her colleagues had the resources they needed to help guide their clients to achieve their financial goals. Prior to joining MetLife, she completed her bachelor’s and master’s degree, double majoring in finance and mass communication at the College of New Rochelle in Westchester NY.
Joanna grew up in New Rochelle and is the oldest of 4 children. Today, she resides in Hartsdale with her husband Brian, their son Lucas and daughter Ella.
Diane DeCaprio is an operations consultant to Fortis Capital Advisors. From 2017 to 2020, Diane served as Director of Operations at Crow Point Partners. Diane spent ten years in equity research at Dillon Read, Furman Selz, and ING Group, primarily as an analyst covering the capital goods and manufacturing sectors. She previously held FINRA Series 7 and 63 licenses. Diane graduated from The Wharton School at the University of Pennsylvania with a BS in Economics.
Lori Epstein, president of Lori Epstein Consulting Group, is a well-respected attorney and expert in sophisticated estate, business and retirement case design. Ms. Epstein has a very impressive resume, including her current position providing invaluable case design, training and marketing support to Fortis Capital Advisors. Lori focuses much of her energy on planning for non-traditional couples, families with a child or dependent with special needs and planning for women and small businesses.
Before Lori’s most recent corporate position as Vice President of MassMutual’s Advanced Markets and Financial Planning organizations, she held significant positions related to estate, business and financial planning for more than 20 years at MetLife. She was instrumental in attracting more advisors to the practice of Financial Planning, providing the critical training and support necessary for them to be more productive.
Prior to joining MetLife, Lori maintained a private law practice in Manhattan concentrating on estate and business planning, elder law and real estate. She is a member of the Estates, Trusts and Surrogates Court Practice and Women in the Law sections of the NYSBA and the New York County Lawyers Association, as well as the Association for Advanced Life Underwriting (AALU) Business Insurance and Estate Planning and Membership Committees.
Ms. Epstein serves on the Board of Directors of the Women’s Venture Fund and in 2014, was a recipient of the Fund’s Highest Leaf Award which honors women whose business or professional contributions have significantly impacted their industry. She has also received the Women on the Move award from The Arthritis Foundation which honors women of achievement who are role models in their professional, philanthropic or individual endeavors.
Lori is a sought after speaker on such topics as estate planning, planning for same sex couples and individuals with special needs, as well as helping women plan for a secure financial future. She has been a featured speaker at numerous national events including Women Business Enterprise National Council (WBENC), National Association of Women Business Owners (NAWBO), Women in Insurance & Financial Services (WIFS), Wine, Women and Wall Street and MetLife’s Women’s Sales Forum. Lori is a proud member of Toastmasters International, SEC Roughriders Club of NYC.
Victor Canto, Ph.D. is the economic consultant to Fortis Capital Advisors and its Asset Management team. Victor founded La Jolla Economics Inc., an economics consulting firm. From 2004 to 2016 he was an adviser to the Lazard Capital Allocator Series. From 1993 to 1998, he was Chief Investment Officer, Director of Research and portfolio manager at Calport Asset Management. From 1989 to 1997 he was President and Director of Research at A. B. Laffer, V.A. Canto and Associates. Victor has been an adviser to governments and a tenured finance and economics professor at the University of Southern California. He received his doctorate in Economics and a Master of Arts degree in Economics from the University of Chicago and his Bachelor of Science degree in Civil Engineering from the Massachusetts Institute of Technology in 1972.
Shree (“Shrikant”) Nadkarni, CPA, CFP®, MS (Tax) holds the position of Managing Director – Wealth Management at Fortis Capital Advisors. Prior to joining forces with Fortis Capital Advisors, Shree founded Next Horizon Advisors LLC focusing on wealth management and advanced tax planning for high-net-worth business owners and senior executives. Previously, Mr. Nadkarni founded his own CPA firm which later merged with Smith & Brown a leading national CPA firm. He held the position of Partner until founding Next Horizon Advisors. Currently he serves as an Emeritus Partner at the CPA firm. As Certified Financial Planner ® and CPA with significant experience in tax planning, Shree works with high-net-worth families assisting them with personalized tax planning and wealth management services.
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.