Charles Forte Jr., MBA

 

Making money work for your good is my commitment.  I focus on what’s important to you and work to maximize your financial resources accordingly, capitalizing on the power of investing, planning, and time-tested best practices.  I’m dedicated to earning your trust as an ongoing partner in achieving your unique financial objectives through integrity, professionalism and care.  

I’ve helped solidify and strengthen my clients’ financial well-being through investment portfolio construction and management, estate planning, charitable giving, tax planning, debt management/reduction and overall financial counsel.

 

Prior to joining the Monarch team in 2023, I served as Director of Finance for Goodwill of the Finger Lakes where I had the opportunity to learn from its institutional investment managers and to work with the organization’s 403(b) and pension plans. Previous to that, I held positions of financial leadership, analysis, planning, counsel and coaching in large multinational companies (Kodak, Xerox, and UCB), small business and nonprofit organizations, all in the Rochester community.

 

Knowledge, wisdom and perspective gained through these 40 years of professional finance experience, an MBA in finance from the University Of Rochester Simon School Of Business, a B.S. in Business Administration/Accounting from Bucknell University, and many years of personal investing and financial planning equip me to provide sound financial advice and investment management.

 

I enjoy life beyond work with my wife, four adult children/ spouses, and ten grandchildren, as well as playing drums, outdoor recreation, and being active in my faith community. 

 

To learn more or to schedule a complimentary consultation to explore how I might help make money work for your good call me at 585.484.1400 extension 107.