Our Independent Approach to Wealth Management
The information presented does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
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The FORZA Advantage
High Level of Service
Mr. DeMassa, a graduate of M.I.T., has 20 years of experience managing client portfolios and holds both the CFA & CFP® designations. Prior to founding FORZA in 2015, he was Vice President and Senior Portfolio Manager at The Northern Trust Company where he managed over $400 million in assets for high net worth investors, foundations, and institutions.
Mr. Videnka holds both the CFA and CFP® designations and has 20 years of industry experience working with clients and helping them achieve their financial goals. Prior to joining FORZA in 2016, he was the head of the Investment Department at Caldwell Trust Company directing the investment strategies for the firm’s $800 million under management.