Strategic Partners
Fortis Capital Advisors is a comprehensive financial planning firm that offers wealth management solutions, protection, risk management, Estate planning advice, and solutions to address your present and future financial needs. The genesis of our name represents our main objectives. Through our knowledge and expertise, we seek to help you strengthen and protect your financial position, hence Fortis, a Latin root for “strong.” Strength in our platform allows advisors to thrive and position their clients for success now and in each stage of their lives.
McCarter Private Wealth Services LLC is a registered investment adviser formed in 1997. We offer both discretionary and non-discretionary portfolio management utilizing sub-adviser arrangements with registered investment advisers offering our clients the best fit for their financial needs. We recognize that each client we serve is unique, therefore we offer customized services for each client including portfolio management services, financial reporting, bill paying, funds and asset transfers, preparation of tax materials, escheated property and securities litigations claims. The Company provides continuous advice to each client regarding the investment options based on the individual needs of the client and the offerings of each sub-adviser.
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.