meet the team
You can count on the Fortis Wealth 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.
World Traveler. Adventurer. Confidante.
Randy is a Managing Partner and oversees the daily operations of the firm. His industry background, lifelong love of learning and work ethic have positioned him well to lead both Fortis Capital Partners and Fortis Solutions. A member of the Fortis Executive Committee, Randy also maintains direct relationships with several of the firm’s larger, more complex client engagements.
Randy’s early years offered a blend of experiences, sending him around the globe and exposing him to the world’s most competitive, complex and demanding industries. During his youth growing up on a farm, Randy learned the value and sense of gratification that come from hard work, healthy living and most of all, family.
Accomplishments in real estate, banking, venture capital and private equity laid the groundwork for Randy’s passion for providing insights and unique solutions to direct and support the financial decision-making of generations of successful families. Randy’s knowledge of financial matters and strong ability to develop and lead cross-functional teams are fortified by his appreciation of partnership, character and integrity. He brings these qualities to work every day and purposefully embraces those same qualities in his life outside the office as well.
He is a graduate of Rutgers University, where he received a Bachelor of Science in Economics before earning a Master of Business Administration at Drexel University. Randy is a member of the Executive Committee and holds a Series 65 license.
Nearing his 10th anniversary with the firm, Randy reflects on the unique approach Fortis provides client families:
“We’ve found a way to balance traditional values with contemporary practices. Our model is an intentional, expert full-service offering, giving our clients access to the premiere family office experience, so they can focus on living their best, most prosperous lives.”