Derek Boles

Chief Executive Officer at

Fortis Advisors LLC

Consumer Services

Finance

Miscellaneous

Profile

Derek Brock Boles is currently Director at Convergence Fund.
I LP.
Mr. Boles is Managing Partner at Fortis Advisors LLC since 2004.
Mr. Boles is Managing Partner at Fortis Family Office LLC since 2013.
Mr. Boles completed undergraduate studies at James Madison University in 1995.
Mr. Boles completed graduate studies at Villanova University School of Law in 2000.

Derek Boles active positions

Companies	Position	Start
Fortis Advisors LLC Fortis Advisors LLC Investment ManagersFinance Fortis Advisors employs an integrated approach to maximize client results. In formulating investment advice and managing assets for clients, the firm may use various analysis methods including charting, fundamental analysis, technical analysis, and cyclical analysis.	Chief Executive Officer	31/12/2003
Convergence Fund I LP Convergence Fund I LP Investment Trusts/Mutual FundsMiscellaneous Functions as hedge fund	Director/Board Member	-
Fortis Family Office LLC Fortis Family Office LLC Investment ManagersFinance Fortis Family Office invests in companies located in the United States. The firm focuses on broad range of sectors and industries. It provides financing for buyout transactions.	Private Equity Investor	31/12/2012

All active positions of Derek Boles

Training of Derek Boles

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Linked companies

Private companies	5
James Madison University James Madison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fortis Advisors LLC Fortis Advisors LLC Investment ManagersFinance Fortis Advisors employs an integrated approach to maximize client results. In formulating investment advice and managing assets for clients, the firm may use various analysis methods including charting, fundamental analysis, technical analysis, and cyclical analysis.	Finance
Villanova University School of Law Villanova University School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Convergence Fund I LP Convergence Fund I LP Investment Trusts/Mutual FundsMiscellaneous Functions as hedge fund	Miscellaneous
Fortis Family Office LLC Fortis Family Office LLC Investment ManagersFinance Fortis Family Office invests in companies located in the United States. The firm focuses on broad range of sectors and industries. It provides financing for buyout transactions.	Finance

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