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Our Team

Meet the team behind Fortitude Financials’s exceptional investment management and advisory services

Team

The financial experts you can trust

FOUNDER / CHIEF INVESTMENT OFFICER
Jason Malone

Jason is a seasoned investment professional with over 20 years of experience. He is dedicated to delivering personalized investment solutions that help clients achieve their financial objectives.

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DIRECTOR OF FINANCIAL PLANNING
Ariel Thom

Ariel is a highly-skilled financial planner with a passion for helping clients achieve their long-term financial goals. He works closely with clients to create customized financial plans that align with their unique needs and priorities.

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RETIREMENT PLANNING ANALYST
Xiu Lee

Xiu is a retirement planning analyst with a deep understanding of the complexities of defined benefit and 401K plans. She helps clients navigate the retirement planning process with confidence and clarity.

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INVESTMENT ANALYST
Rachel Lee
Rachel is an investment analyst with a strong background in financial modeling and analysis. She supports the investment team by conducting research, analyzing data, and generating insights that inform investment decisions.
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Why we're better

Invest with confidence, backed by our expertise

Tailored Investment Strategies

We create customized investment strategies tailored to your unique needs and goals.

Holistic financial planning

We take a holistic approach to financial planning, considering all aspects of your financial life and goals

Expert retirement planning

Our retirement planning specialists are experts in navigating the complexities of defined benefit and 401K plans

Job vacancies

Join our team of financial experts

Investment Analyst
  • Full time
  • $45,000 - $60,000 per year
We’re seeking an experienced Investment Analyst to support our investment team in conducting research, analyzing data, and generating insights that inform investment decisions.
  • Updated 2 days ago
Apply now
Financial Analyst
  • Full time
  • $40,000 - $55,000 per year
We’re seeking a dedicated Financial Planner to work closely with clients in creating customized financial plans that align with their unique needs and priorities.
  • Updated 2 days ago
Apply now