Fortis Family Office Information
Contact top employees from
Fortis Family Office
Summary
Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century. Our “Family Office” approach of understanding our client’s entire financial picture ...Show more
Organization Website | fortisfamilyoffice.com |
Industries | |
Headquarters Location | 656 E Swedesford Rd, Wayne, Pennsylvania, 19087 US |
Employees Size | 10-50 employees |
Specialties | Tax Planning & Preparation, Risk Management, Financial Reporting, Trust & Estate Planning, Asset Protection Services, Capital Services, Concierge Services, Investment Management |
Founded | 1913 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Fortis Family Office shows a diverse range of experience levels:
5% have been with the company for less than 1 year11% for 1–2 years11% for 3–4 years16% for 5–7 years21% for 8–10 years37% have over 11 years of service at Fortis Family OfficeContact top employees from
Fortis Family Office
Adriana DAlessandro
Family Wealth Advisor
Terri McDermott ChFC CLU RICP CAP
Director of Wealth Planning
Bryan Cherny
Managing Partner
Joseph Boris
Family Office Advisor
Jill Hotte
Family Office Advisor
Derek Boles
Managing Partner
Dan Donnelly
Family Office Advisor
Jane Amodei
Family Office Advisor
Rachel McClennen
Tax Preparer & Processor
Christina Belfiglio
Director of Operations
Alan Garrett
Tax Accountant
Randy Hubschmidt
Managing Partner
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FAQ
Fortis Family Office operates in the Finance industries. More details can be found on the official website: fortisfamilyoffice.com.
The headquarters of Fortis Family Office are located in Wayne, United States.
Fortis Family Office currently employs 10-50 people.
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