Michael J Zoitas Email & Phone Number

I'm an integrity driven investment professional with over 20 years of experience in marketing and executing securities trades while in executive leadership roles. I have the proven ability to prospect for and capably service high net worth clients and institutional investors. I'm an exceptional relationship builder.MY QUALIFICATIONSI excel at pricing and executing customer trades representing large profit opportunities based on meticulous research, analysis of market trends, established methodologies (especially CANSLIM), and trading instincts honed over more than 2 decades of experience. I specialize in equities, fixed income, futures, options and private equity / pre IPO transactions.Here are some of the advantages clients gain working with me:• Demonstrate exceptional knowledge of trading operations, broker-dealer operations, and regulations• Build and manage investment portfolios for high net worth individuals and institutions• Research equities, fixed income, futures, options and private equity to identify potentially profitable opportunities • Analyze micro and macro market trends to develop action plans that seek to capitalize on shifts in market and individual securities• Clients gain access to a powerful syndicate platform which offers retail investors many of the same capabilities as institutional investors. • Assist clients in understanding and making use of proprietary platforms and technology tools• I provide technical guidance for purchasing individual securities and investment products• I help clients understand their asset allocation strategy and convert existing investments to align with their changing financial goals• I research clients standing to generate a “big picture” assessment of their holdings and goals – which allows me to best service their account• I assist my clients in understanding appropriate investment strategies and tailoring a suite of products to pursue their long and short term investment goals• Forte Capital assists companies raise capital through private placements and public offerings which offers my clients the opportunity to participate in an exclusive private shares platform that gives them access to innovative private companies in the pre-IPO stageSecurities offered through Ceros Financial Services IncEstablished 1994, MEMBER FINRA/SIPC

Listed skills include Investments, Equities, Securities, Trading, and 33 others.

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  Managing Director

  Forte Capital Group

  Apr 2014 - Present - New York, New York, United States