Our advisors’ varied experiences inform the operations of Forest Systems.
As co-founder and CEO of F2 Strategy and as former First Republic CTO, Doug Fritz has a wealth of experiences in WealthTech management consulting. Specifically, he helps complex RIA, wealth, bank/trust, and family office firms improve their technical capabilities. He knows how to deliver results-driven management strategy based on his team’s proprietary research in outsourcing technology leadership and their strategy consulting services. Doug is also recognized as an accomplished industry leader, speaker, and judge at organizations such as In|Vest, American Banker, and Financial Times.
As a California CPA and attorney, Annette Nellen is a professor and Program Director of the Master of Science in Taxation program at San José State University. She’s active in the tax sections of the American Institute of Certified Public Accountants (AICPA), American Bar Association (ABA), and the California Lawyers Association, and frequently speaks and writes on tax policy and reform, high tech tax matters, accounting methods, and taxation of cryptocurrency. She is co-author and co-editor of four tax textbooks from Cengage (Southwestern Federal Taxation series). She has previously worked at the Internal Revenue Service and at Ernst & Young. Annette has a BS in Accounting from CSU, Northridge, an MBA from Pepperdine, and a JD from Loyola Law School.
Elizabeth “Liz” Brigham
Elizabeth “Liz” Brigham has a bevy of experiences in leadership, tech product management, and tech marketing. This includes time at Walt Disney Parks & Resorts, Jive Software, Timshel, and as Head of Product of Morningstar Direct and Reporting Solutions software for financial advisors and asset managers, where she led US commercial product development and market strategy. She is now Director of the Jay Hurt Hub for Innovation and Entrepreneurship at Davidson College, where she serves the Davidson College community and the Hurt Hub’s coworking community. Liz has a BA in English, cum laude, from Davidson College and an MBA, with Distinction, from the University of Michigan’s Ross School of Business.
Edward A. Ipser, Jr., PhD is President of IpserLab (www.ipserlab.com), a startup foundry. He has founded, cofounded, joined, and advised many startups. As founder of MarketFusion he raised $23M in venture capital. He also founded SVASE (Silicon Valley Association of Software Entrepreneurs) in 1996 which became the premier Silicon Valley entrepreneurial organization before merging into SVForum. He earned a PhD in CSCI from USC.
Rex Salisbury is the founding partner at Cambrian Ventures, an early stage fintech fund and community platform for founders and builders in fintech. Prior to Cambrian, Rex was a founding member of the Andreessen Horowitz fintech team. He has experience as a product and engineering leader at Checkr and Sindeo, and began his career in investment banking at Merrill Lynch. Rex has a BA in Economics & History from Davidson College, as well as studying at The London School of Economics and Political Science (LSE) and Université François in Rabelais.
Wade E. Stevens
Wade E. Stevens is the managing partner of Eugene Lewis & Associates, a California public accounting firm. Wade joined the firm in 1998 and has over 27 years of experience in public accounting. Eugene Lewis & Associates is a boutique firm that provides tax, accounting, and audit services and primarily works with high-net-worth individuals and their related companies, foundations, trusts and estates. The firm provides detailed accounting of client investments, including large holdings in private equities and marketable securities.