Jay W. Furst
Mr. Furst, a founding principal of Forteris Wealth Management, oversees all of the trading and investment activities of this independent Registered Investment Advisor.
He has more than 20 years of direct experience managing equity portfolios for individual, family and institutional client relationships. In addition to being involved in all aspects of the managing of the firm, Jay leverages his broad range of experience and knowledge for unique client benefit — collaborating with clients to formulate objective investment strategies that will successfully answer their immediate needs and long-term goals. He works closely with the firm’s strategic partners at TD Ameritrade Institutional as well as with intermediaries, such as lawyers and accountants, in the development of targeted marketing initiatives.
Forteris Wealth Management became a member firm in support of the National Association of Personal Financial Advisors (NAPFA) in 2006. Sharing many of the core visions and values of the firm, the organization works to ensure that individuals have access to financial advisors who meet the highest standards for professional ability, comprehensive financial planning and fee-only compensation.
Before founding the firm, Jay worked at Sanford C. Bernstein & Co., LLC. Sanford Bernstein is now a unit of AllianceBernstein L.P., with over $100 Billion in assets under management.
Cheryl A. Costa, CFP®
Ms. Costa, a principal of Forteris Wealth Management and a Certified Financial Planner™, manages the firm’s Boston-area office. She has over 13 years experience in the financial planning and investment management industry and her specialties include retirement planning and distribution strategies, education funding analyses, taxes and investments.
Cheryl is committed to the fee-only comprehensive planning model and has been a member of NAPFA since 2002. She served on the Regional Board of NAPFA from 2005 through 2010 and held the positions of Region President and Region Chair. Cheryl also served on NAPFA’s National Board. In addition, she has been a member of the Financial Planning Association (FPA) for more than 10 years and she has served on the FPA of Massachusetts Board since 2011. Currently, she holds the position of Membership Director. Cheryl is also a lifetime member of the American Association of Individual Investors (AAII).
Cheryl’s financial planning and investment management expertise is widely recognized. She was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager magazine and she writes “Managing Your Money”, a personal finance blog for the Boston Globe. She has been quoted in the The Wall Street Journal, Money Magazine, the Boston Globe, Kiplinger’s Personal Finance, Investment News, Real Simple, and Financial Advisor Magazine. Cheryl is also a regular contributor to the Boston Globe’s “Money Makeover” series and she has been interviewed on Boston’s NPR station.
Before joining Forteris Wealth Management, Cheryl was a Principal Advisor and Shareholder with Family Financial Architects, Inc.
Her certifications and degrees include a CFP®, an MBA from Boston University and a Bachelor of Science degree in Management Engineering/Industrial Engineering from Worcester Polytechnic Institute.