Our team
The people behind
every strategy.
Firm leadership and specialist partners across tax, finance, operations, investments, and capital. Connected around your priorities, with clear responsibilities.
The House.
Shamier and Rose lead FSW. Every strategy, every client, every decision runs through this team.
Advises high-income earners and business owners on tax strategy, income optimization, and long-term wealth structuring.
Founder of Fortitude Strategic Wealth, Shamier leads the firm’s vision, client strategy, partnerships, and ecosystem development. He coordinates tax strategy, business advisory, wealth planning, insurance, estate, and capital planning into a single multi-family office client experience.
Coming from a family of financial professionals, Shamier combines technical strategy with a client-first philosophy and an operator mindset shaped through years of entrepreneurship and Brazilian Jiu-Jitsu.
Leads operations, marketing, and client experience strategy across the Fortitude ecosystem.
Rose oversees Fortitude’s operational infrastructure, internal systems, and client experience — ensuring the firm runs with precision and consistency. She coordinates strategic execution and brand development across the organization.
As founder of Jordan Media Marketing, Rose brings deep experience in operations, digital marketing, and brand strategy to Fortitude’s growth infrastructure.
Leads tax advisory and compliance across the firm.
Nearly two decades in tax strategy and multi-entity structuring across advanced planning, regulatory review, and complex filings. Serves as the firm’s lead tax advisor and senior technical authority on compliance.
LinkedIn
Leads financial planning, forecasting, and strategic advisory across client portfolios.
$200M+ in P&L oversight at one of the largest U.S. healthcare systems. A decade of operational finance leadership across complex, growth-stage organizations.
LinkedIn
Runs client onboarding and operational workflow across the firm.
Muskan coordinates the client onboarding experience end to end — welcome steps, scheduling, checklists, and internal handoffs — and keeps the firm’s CRM and automation running clean behind it.
LinkedInExtended expertise.
Specialists who extend Fortitude’s capabilities across investment, retirement, liability, and healthcare growth.
A founding member and Senior Partner, Jacob specializes in retirement planning, investment allocation, asset-class management, and cashflow strategy, with a deep history of building complex tax strategies for high-net-worth individuals.
LinkedIn
Vince founded RetireMD after watching his parents’ retirement savings nearly halve in the 2008 crash. He helps families and business owners evaluate retirement income and protection strategies — addressing market, longevity, and health risks in retirement.
LinkedIn
Cristin co-founded RetireMD and has spent over a decade as a debt and liability specialist, focused on student loan strategy for individuals, families, and business owners. She helps clients structure and eliminate liabilities — anchoring the client relationship and ensuring every plan is executed with precision.
LinkedIn
A pragmatic growth leader who connects strategy with execution across supply chain, marketing, and sales.
LinkedInSpecialized tax counsel.
Independent tax professionals engaged for advanced planning, compliance, and advisory.
Board Member, U.S.-Bangladesh Chamber of Commerce & Industry
Ahad leads one of New York’s most recognized accounting firms, pairing tax planning, accounting, and business advisory with a focus on technology innovation. An entrepreneur at his core, he builds tools and systems that modernize how accounting firms operate.
LinkedIn
16+ years across audit and assurance, tax planning, and financial consulting. A former corporate controller in oil and gas and audit manager in public accounting, Neel brings industry depth spanning real estate, manufacturing, distribution, and energy.
LinkedIn
Sajjad leads a Houston CPA practice built around real estate tax strategy, serving contractors, 1099 earners, and small business owners with outsourced accounting, entity formation, and CFO-level support.
LinkedIn
18+ years across U.S. and Canadian tax systems, with deep experience in cross-border tax planning, fractional CFO services, and advisory for entrepreneurs and small business owners. Brings institutional-level tax strategy to growth-stage operators through a practical, client-forward approach.
LinkedInAccess to capital.
Lending and financing specialists for real estate acquisition and business growth.
With nearly two decades in capital markets, Richie leads Singh’s Capital Group, a nationwide private lender financing investment residential, multifamily, commercial, and luxury hospitality properties from $100K to $50M. From bridge loans and SBA financing to lines of credit and equipment funding, he gives Fortitude clients direct access to capital across every stage of growth and acquisition.
LinkedIn
Moe leads business funding and credit strategy at JM Capital, having helped 500+ clients access working capital and strengthen their financial foundation. He pairs hands-on expertise with a relationship-first approach to getting owners approved and scaling.
LinkedIn
Jonathon co-founded JM Capital to help business owners access working capital, SBA financing, and growth funding. He structures business credit and capital solutions that fuel expansion.
Instagram